Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Bartow Dickson is a financial advisor with LPL Financial LLC in Corvallis, Oregon. Luke has been in the financial industry since 1999 and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. He is registered with the state of Oregon as both a broker-dealer and an investment advisor. Luke has earned the Series 7, Series 63, and Series 65 licenses. He is also a certified financial planner. Luke is committed to providing his clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OR
11/29/2017 - Present
LPL Financial LLC (CORVALLIS OR)
OR
08/31/2007 - 11/29/2017
NATIONAL PLANNING CORPORATION (CORVALLIS OR)
OR
06/11/1999 - 09/06/2007
ROYAL ALLIANCE ASSOCIATES, INC. (CORVALLIS OR)
OR
07/16/1998 - 09/03/1998
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
IA
Issued 03/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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