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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lukas is an investment advisor representative with David Lukas Financial. David is registered with the state of Arkansas and Texas, and holds the Series 65 license. David has been in the industry since 2012 and specializes in financial planning, providing educational seminars, and portfolio management for both individuals and businesses. The firm manages assets for approximately 351 clients. David Lukas Financial primarily serves high-net-worth individuals and individuals other than high-net-worth. The firm also works with businesses and corporations. Compensation arrangements include fixed fees and a percentage of assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AR
02/05/2024 - Present
David Lukas Financial (NORTH LITTLE ROCK AR)
IA
Issued 12/18/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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