Michelle Luce, financial advisor Ocean Park WA

Michelle Luce

CRD Number: 5417290
Current Firm: Money Concepts Advisory Service

Michelle Luce (CRD# 5417290) is an Investment Advisor Representative working at Money Concepts Advisory Service in Ocean Park, WA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Money Concepts Capital Corp. Palm Beach Gardens, FL Nov 2023 - Current < 1
Lpl Financial LLC Aberdeen, WA May 2022 - Nov 2023 1
Cuna Mutual Group Waverly, IA May 2019 - May 2022 3
Cuna Brokerage Services, Inc. Waverly, IA Nov 2009 - May 2022 12
Great Northwest Federal Credit Union Aberdeen, WA Sep 2014 - May 2019 4
Cuna Mutual Group Waverly, IA Feb 2010 - Sep 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Michelle R. Luce
Phone Number: 561-472-2000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    2,904
    MILLIONS
  • Total Number of Accounts
    14,363
    ACCOUNTS
  • Average Account Value
    $202,187
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

VI

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