Unclaimed
Luke Albright is an investment advisor representative with Oak Grove Management LLC. Luke is registered with the state of Connecticut and California. Luke has been with Oak Grove Management LLC since 2013. Luke has a Series 65 license. Luke specializes in 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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CT
04/29/2013 - Present
OAK Grove Management LLC (GREENWICH CT)
IA
Issued 04/14/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Luke Albright is the right advisor for you? Invested Better is here to help.