Unclaimed
George Lucke is a registered investment advisor representative of Edward Jones. George's firm is headquartered in St. Louis, MO and has been in business since 1922. George has been in the financial services industry for over 13 years, specializing in providing financial planning, investment advice and portfolio management for individuals, businesses and retirement plans. George has been with Edward Jones since 2010. George's firm manages assets of $10 billion to $50 billion and has over 20000 employees nationwide. George is registered to provide investment advice in the states of Florida, Georgia, Maryland, Nevada, North Carolina, Tennessee, Texas, Virginia, and Wisconsin. George is also registered with FINRA and is a member of the SIPC.
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.
See schedule d - miscellaneous
1
2
TN
01/09/2019 - Present
Edward Jones (KNOXVILLE TN)
BOTH
Issued 06/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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