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Joel David Lucke

Truist Securities, Inc.

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About Joel David Lucke

Joel David Lucke is a financial advisor registered with Truist Securities, Inc. Joel has been in the industry since 2003 and is licensed in 52 states. Joel's areas of expertise include investment banking and general securities. Joel's professional experience includes roles at KEYBANC CAPITAL MARKETS INC., JEFFERIES & COMPANY, INC., RANDALL & DEWEY SECURITIES, LLC, ABN AMRO INCORPORATED, ING BARINGS LLC, PRUDENTIAL SECURITIES INCORPORATED and LEHMAN BROTHERS INC. Joel holds a Series 7, 24, 63, and 79 license.

Firm Information

Joel Lucke is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

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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Joel Lucke’s Registration & Firm History

TX

01/16/2020 - Present

Truist Securities, Inc. (HOUSTON TX)

TX

08/24/2012 - 05/21/2013

KEYBANC CAPITAL MARKETS INC. (HOUSTON TX)

TX

02/03/2005 - 04/13/2010

JEFFERIES & COMPANY, INC. (HOUSTON TX)

TX

05/12/2004 - 02/11/2005

RANDALL & DEWEY SECURITIES, LLC (HOUSTON TX)

CT

04/30/2001 - 04/19/2002

ABN AMRO INCORPORATED (STAMFORD CT)

NY

08/16/2000 - 04/30/2001

ING BARINGS LLC (NEW YORK NY)

NY

07/03/1995 - 08/28/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

08/24/1992 - 05/10/1995

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/02/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/08/2003

Series 24 - General Securities Principal Examination

BC

Issued 08/23/2012

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 08/22/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel David Lucke.
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