Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lukas? Claim Your ProfileLukas Atkins is a registered investment advisor representative with State Farm Investment Management Corp., based in Glendale, Arizona. Lukas has been in the financial industry for over 13 years and holds the Series 6, 63, and 65 licenses. Lukas is also the owner of Lukas Atkins's Insurance Agency. In addition to serving as an investment advisor representative, Lukas is also a board member of the Willow Canyon Theatre Booster.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
04/17/2023 - Present
State Farm Investment Management Corp. (Glendale AZ)
IA
Issued 04/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lukas Atkins is the right advisor for you? Invested Better is here to help.
