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David Burton Loucks

Third500, LLC

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About David Burton Loucks

David Burton Loucks is a financial advisor with Third500, LLC. David has been in the financial services industry since 2011. David holds the Series 79, Series 63, and Series 24 licenses. David is registered with the state of Illinois, Maryland, and New York.

Firm Information

David Loucks is currently registered with Third500, LLC. Third500, LLC is a Limited Liability Company formed on July 27, 2001. The firm is currently approved in Illinois, Maryland, and New York. Third500, LLC has one approved SEC registration and three approved state registrations.

Not reported

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.

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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David Loucks’s Registration & Firm History

IL

10/05/2011 - Present

Third500, LLC (Wilmette IL)

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Licenses & Designations

BC

Issued 04/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/08/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2011

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Burton Loucks.
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