Best Investors Account Sign in
Inactive

David Carl Luck

Advisor Financial Services, Inc.

Glen Allen, VA

Chatham, NY

Claim This Profile
Current Employers
Advisor Financial Services, Inc.

1 Taconic Pl, Chatham, NY 12037 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-06-02
VA RA APPROVED 2018-02-06
  • NY RA
    APPROVED
    Since 2023-06-02
  • VA RA
    APPROVED
    Since 2018-02-06

Branch Locations

9307 Brook Road, Glen Allen, VA 23060 • United States

1 Taconic Pl, Chatham, NY 12037 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
David C Luck, Cpa Pc Chatham NY 01/1995 12/2022
Advisor Financial Services, Inc. Chatham NY 01/1995 Present
Luck & Company Cpa Pllc Glen Allen VA 01/2023 Present
  • 01/1995 → 12/2022
    David C Luck, Cpa Pc
    Chatham, NY
  • 01/1995 → Present
    Advisor Financial Services, Inc.
    Chatham, NY
  • 01/2023 → Present
    Luck & Company Cpa Pllc
    Glen Allen, VA
Other Businesses

Luck & Company CPA PLLC, as a Certified Public Accountant - offering tax and accounting services to individuals and small businesses

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-01-12
S63 Uniform Securities Agent State Law Examination 1995-07-28
  • S65 Uniform Investment Adviser Law Examination
    1996-01-12
  • S63 Uniform Securities Agent State Law Examination
    1995-07-28
Designations

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
STRATHMORE CAPITAL ADVISORS
CETERA INVESTMENT ADVISERS LLC
CARLSON FINANCIAL
HUB INVESTMENT PARTNERS, LLC
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

JOHN SICAT
JENNIFER HELTON LUZZATTO
ALISHIA AREZOU DUBOIS
MICHAEL ROBERT ANLIKER
KRISTIN ANLIKER
SUSANNAH AMELIA ORZOLEK
ANNA L CARLSON
JORDAN PETER MISTRETTA

Other Offices

LPL FINANCIAL LLC · GLEN ALLEN, VA
STRATHMORE CAPITAL ADVISORS · Glen Allen, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
CARLSON FINANCIAL · GLEN ALLEN, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
HUB INVESTMENT PARTNERS, LLC · Glen Allen, VA
HUB INVESTMENT PARTNERS, LLC · Glen Allen, VA

More in Glen Allen, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor