Luke Financial Company, LLC

Luke Financial Company, LLC (CRD# 147118) is a financial advisory firm headquartered in Plano, TX. They manage $29,600,000 in 427 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    427
    ACCOUNTS
  • Average Account Value
    $69,321
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, FL, OK, TX

Financial Advisors at Luke Financial Company, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan F. Mazur
CRD#: 5025791
6860 N Dallas Parkway, Suite 200, Plano, TX 75024
83
Wealthminder
score

Jonathan Mazur (CRD# 5025791) is an Investment Advisor Representative working at Luke Financial Company, LLC in Plano, TX and has over 11 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.