Luke Holland Vincer

Current Employers

Employment History

• 04/2015 → Present
  Raymond James Financial Services, Inc.
  Independence, OH
• 05/2015 → 12/2023
  Wentz Financial Group
  Independence, OH
• 06/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Independence, OH
• 11/2023 → 12/2023
  Longview Financial Partners, Llc
  Independence, OH

Other Businesses

(1)Name of Business: LongView Financial Partners, LLC Address: 6000 Freedom Square Dr Ste 350, Independence, OH, 44131-2567, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 12/04/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Full service wealth advisory office. (2)Name of Business: Walsh University Board of Trustee Address: 2020 E Maple St, North Canton , OH, 44720, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Walsh University Board of Trustee. Chair of Investment Committee. I will participate in the governance, oversight and strategic planning matters for the University. Within the Investment committee, I will be responsible for the governance of the already established investment policy.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-12
• S63 Uniform Securities Agent State Law Examination
  2007-10-01

Other Names

• Luke H Vincer