Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Wallace George is a financial advisor with Cambridge Investment Research Advisors, Inc., based in Meridian, ID. Luke has been working in the financial services industry since April 2023. Luke has a Series 7TO, SIE, and Series 66 license. Luke's professional experience includes previous roles with HI Financial, Z Doctor LLC, Boise State University, LDS Mission, 360 Painting of Meridian, EC Plumbing, Kuna High School, and Deseret Industries.
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
ID
06/13/2023 - Present
Cambridge Investment Research Advisors, Inc. (Meridian ID)
BOTH
Issued 06/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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