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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Luken is an Investment Advisor Representative with The Colony Group, LLC and has been in the industry for over 30 years. She is licensed in California and has a wide range of experience serving individuals, families, and institutions. Rachel specializes in financial planning, portfolio management, and pension consulting. She holds Series 7, 24, and 63 licenses. Rachel is a Certified Financial Planner and has worked at several notable financial institutions, including Mid Atlantic Capital Corporation, London Pacific Securities, Inc., and Linsco/Private Ledger Corp.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
CA
09/04/2024 - Present
THE Colony Group, LLC (San Diego CA)
CA
05/03/2004 - 05/01/2009
MID ATLANTIC CAPITAL CORPORATION (SAN DIEGO CA)
CA
03/26/2002 - 05/03/2004
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
SC
07/21/1998 - 12/05/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
02/13/1998 - 06/17/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
SC
08/09/1994 - 02/10/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
AZ
01/23/1994 - 08/03/1994
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
08/19/1993 - 10/18/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/19/1993 - 10/18/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 08/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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