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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 Robert Luckes is an Investment Advisor Representative with The Colony Group, LLC in Boston, MA. David Robert Luckes has been in the financial services industry since 2011. David Robert Luckes holds the Series 65, Series 66 and Series 7 licenses. David Robert Luckes has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Buckingham Strategic Wealth, LLC. David Robert Luckes is registered to provide investment advisory services in Missouri and Texas.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MA
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
MO
08/15/2011 - 12/22/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)
BOTH
Issued 09/16/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2014
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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