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Austin Joshua eldon Boots

David Lukas Financial

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About Austin Joshua eldon Boots

Austin Boots is a financial advisor with David Lukas Financial. Austin has been a registered representative in the financial industry since 2015. Austin holds licenses Series 6, Series 63, and Series 65 and is a registered Investment Advisor Representative in Arkansas. Austin has experience working with individuals, high-net-worth individuals, corporations, and businesses. Austin specializes in providing financial planning and investment management services. Austin is committed to providing clients with personalized and comprehensive financial advice.

Firm Information

Austin Boots is currently registered with David Lukas Financial. David Lukas Financial is an investment advisory firm with 5 investment adviser representatives and 1 licensed agent. The firm manages approximately $73,176,259 in assets for 351 clients, primarily individuals. They offer financial planning, portfolio management for individuals, educational seminars, and selection of other advisers.

$73.18M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Austin Boots’s Registration & Firm History

AR

09/01/2024 - Present

David Lukas Financial (NORTH LITTLE ROCK AR)

AR

05/18/2020 - 03/26/2024

MML INVESTORS SERVICES, LLC (LITTLE ROCK AR)

AR

10/30/2015 - 05/28/2020

NYLIFE SECURITIES LLC (LITTLE ROCK AR)

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Licenses & Designations

IA

Issued 08/16/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/19/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/30/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Austin Joshua eldon Boots.
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