Unclaimed
Lukas Brian Hooper is a financial advisor in Memphis, TN with Waddell & Associates, LLC. Lukas Hooper is a Certified Financial Planner. Lukas Hooper has been working as a financial advisor since June 2021.
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.
Credit and cash management solutions and insurance 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.
Revenue sharing with frs and on elibible credit and cash managem
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TN
11/20/2023 - Present
Waddell & Associates, LLC (MEMPHIS TN)
IA
Issued 10/05/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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