Luke Little (CRD# 7223765) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Bismark, ND and has 1 year of experience in the finance industry.
CRD# 5993843
Newedge Advisors
CRD# 2114908
Edward Jones
CRD# 5257646
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Bismarck, ND | Jun 2021 - Current | 2 |
| University Of Mary | Bismarck, ND | Sep 2017 - Current | 6 |
| North Point Financial Planners | Bismarck, ND | Jun 2021 - Mar 2022 | < 1 |
| Capital Credit Union | Bismarck, ND | Dec 2018 - Jul 2021 | 2 |
| Panera Bread | Bismarck, ND | Feb 2018 - Aug 2018 | < 1 |
| Menards | Bismarck, ND | Jan 2016 - Aug 2017 | 1 |
| Century High School | Bismarck, ND | Aug 2013 - May 2017 | 3 |
| Minervas | Bismarck, ND | Jun 2015 - Dec 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- ND
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Total Assets Under Management12,827MILLIONS
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Total Number of Accounts52,309ACCOUNTS
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Average Account Value$245,214
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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