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Luke Andrew Bobey

Bluerock Capital Markets LLC

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About Luke Andrew Bobey

Luke Andrew Bobey is a financial advisor with Bluerock Capital Markets LLC in Newport Beach, CA. Luke has been in the financial services industry since 2003. Luke's career has included roles at KBS Capital Markets Group LLC and Hartford Life Distributors, LLC. Luke is licensed to sell securities in Michigan, Ohio, and Pennsylvania.

Firm Information

Luke Bobey is currently registered with Bluerock Capital Markets LLC. Bluerock Capital Markets LLC is a Limited Liability Company formed in August 2005. The firm is registered with the Securities and Exchange Commission and in all 50 states, as well as in Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

30

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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Luke Bobey’s Registration & Firm History

CA

04/12/2019 - Present

Bluerock Capital Markets LLC (Newport Beach CA)

CA

06/09/2012 - 01/31/2018

KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)

CT

08/22/2003 - 05/11/2012

HARTFORD LIFE DISTRIBUTORS, LLC (HARTFORD CT)

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Licenses & Designations

BC

Issued 10/08/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2012

Series 7 - General Securities Representative Examination

BC

Issued 08/21/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luke Andrew Bobey.
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