Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hunter? Claim Your ProfileHunter Luke is an investment advisor representative, licensed to do business in Massachusetts, and is associated with Trust Advisory Group Ltd. Hunter is a veteran of the financial services industry and has been working in the industry since 1985. Hunter has passed numerous industry exams including the Series 63, 65 and 24. Hunter has worked with a number of well-known companies in the industry, including Commonwealth Financial Network, Commonwealth Equity Services, Inc. and H. Beck, Inc. Hunter provides financial planning, portfolio management and selection of other advisors. Hunter is a managing member and investor in HSL Ventures, LLC, a business engaged in mobile financial services and is the owner of Duxbury Shade Company, a retail business.
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.
1
2
MA
02/02/2016 - Present
Trust Advisory Group Ltd. (Duxbury MA)
MA
03/29/1989 - 12/31/2015
COMMONWEALTH FINANCIAL NETWORK (WELLESLEY MA)
NA
03/07/1989 - 03/29/1989
COMMONWEALTH EQUITY SERVICES, INC.
MD
01/30/1989 - 03/11/1989
H. BECK, INC. (ROCKVILLE MD)
GA
05/14/1987 - 11/05/1988
THE PLANNER'S SECURITIES GROUP, INC. (ATLANTA GA)
NA
05/23/1985 - 05/27/1987
W. S. GRIFFITH & CO., INC.
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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