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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Brae Luke is an investment advisor representative associated with Thomas Doll, a firm based in Walnut Creek, California. Eric Brae Luke is licensed to conduct investment advisory business in Washington. Eric Brae Luke has been in the securities industry since August 2014. Eric Brae Luke passed the Series 65 exam in December 2015. Eric Brae Luke's primary focus is on working with high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth clients.
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.
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.
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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WA
01/04/2025 - Present
Thomas Doll (Vancouver WA)
IA
Issued 12/18/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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