James Lukezic (CRD# 4284800) is an Investment Advisor Representative working at Old Slip Registered Investment Advisors, LLC in New York, NY and has over 21 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Old Slip Capital Management, Inc. | New York, NY | Jan 2019 - Current | 5 |
Cambridge Investment Research, Inc. | New York, NY | Jun 2016 - Current | 7 |
Old Slip Registered Investment Advisors, LLC | New York, NY | May 2016 - Current | 8 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jul 2016 - Jan 2019 | 2 |
Oppenheimer & Company | New York, NY | Jan 2014 - Jun 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2003 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
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Total Assets Under Management341MILLIONS
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Total Number of Accounts28ACCOUNTS
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Average Account Value$12,178,571
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
NY, TX
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