Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Brugger is a registered representative with Emerson Equity LLC. Luke has been in the securities industry since February 4, 2019 and is licensed in California, Colorado, Connecticut, Florida, Massachusetts, Missouri, New Jersey, New York, Texas, and Virginia. Luke's specialties include portfolio management for individuals and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
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.
1
2
CA
03/02/2022 - Present
Emerson Equity LLC (SAN MATEO CA)
CA
01/26/2018 - 02/19/2021
B. RILEY SECURITIES, INC. (San Francisco CA)
BC
Issued 03/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Luke Brugger is the right advisor for you? Invested Better is here to help.
