Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Perry is an active investment advisor registered with the state of Iowa. Luke Perry is currently registered with Cambridge Investment Research Advisors, Inc. and Bridgeport Financial Solutions. Luke Perry has been in the financial services industry since September 2007. Luke Perry is based in Fairfield, Iowa and has been working at Cambridge Investment Research Advisors, Inc. since June 2024. Luke Perry has passed the Series 7, Series 66 and SIE exams.
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
IA
06/12/2024 - Present
Cambridge Investment Research Advisors, Inc. (Fairfield IA)
IA
06/06/2023 - 10/16/2023
FBL MARKETING SERVICES, LLC (Fairfield IA)
TX
09/19/2007 - 04/16/2020
CRI SECURITIES, LLC (AUSTIN TX)
TX
09/19/2007 - 04/16/2020
SECURIAN FINANCIAL SERVICES, INC. (AUSTIN TX)
BOTH
Issued 07/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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