Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke David Taggart is a financial advisor associated with Cambridge Investment Research Advisors, Inc. Luke Taggart is registered with the state of Missouri. Luke Taggart has been in the industry since 2023. Luke Taggart is a licensed agent and an investment advisor representative for Cambridge Investment Research Advisors, Inc. Luke Taggart is also registered with the state of Missouri. Luke Taggart has been in the industry since 2023. Luke Taggart has passed the SIE, Series 7TO, and Series 66 exams. Luke Taggart's primary office is located in Webb City, Missouri. Luke Taggart also has a branch office located in Joplin, Missouri. Luke Taggart specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MO
06/20/2024 - Present
Cambridge Investment Research Advisors, Inc. (Webb City MO)
BOTH
Issued 06/13/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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