Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Lucke is a financial advisor with Rogan & Associates, Inc. He has been in the financial industry since May 2012. Adam Lucke is registered to provide investment advice in Florida, California and is registered with FINRA and the state of Florida. Adam Lucke holds Series 66, SIE and Series 7 licenses. Adam Lucke has been employed by Rogan & Associates, Inc. since April 2012.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
% of assets under another ria's management
1
2
FL
05/01/2013 - Present
Rogan & Associates, Inc. (SAFETY HARBOR FL)
BOTH
Issued 04/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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