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Luke Financial Company, LLC CRD 147118
$4.50M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6860 N Dallas Parkway Suite 200, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2008-07-21 |
Branch Locations
6860 N Dallas Parkway Suite 200, Plano, TX 75024 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Luke Financial Company Llc | Dallas | TX | 02/2008 | Present |
| Zachary Financial, Llc | Dallas | TX | 02/2008 | Present |
SALE OF LIFE, HEALTH AND ANNUITY INSURANCE PRODUCTS. OWNER & INSURANCE AGENT - ZACHARY FINANCIAL, LLC. SALE OF FIXED INSURANCE PRODUCTS, SAME ADDRESS AS LUKE FINANCIAL (SEE EMPLOYMENT HISTORY).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-13 |
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