Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Watson is a financial advisor based in DALLAS, TX, and has been working in the financial services industry since May 7, 2014. Luke is currently registered with Avantax Advisory Services and has a Series 6, Series 7, Series 63, and Series 65 license. Luke has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Luke specializes in providing financial planning, investment management, and insurance services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/03/2023 - Present
Avantax Advisory Services (DALLAS TX)
SC
09/30/2022 - 10/11/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (McCormick SC)
SC
05/08/2014 - 10/07/2022
AVANTAX INVESTMENT SERVICES, INC. (MCCORMICK SC)
IA
Issued 08/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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