Luke Crofts (CRD# 6837696) is an Investment Advisor Representative working at Lindbrook Capital, LLC in Calabasas, CA and has 1 year of experience in the finance industry.
CRD# 5779397
Madison Avenue Securities, LLC
CRD# 2485305
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5619105
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lindbrook Capital, LLC | Calabasas, CA | Jan 2015 - Current | 9 |
| Ascap | Los Angeles, CA | Aug 2013 - Dec 2014 | 1 |
- CA
-
Total Assets Under Management3,193MILLIONS
-
Total Number of Accounts2,639ACCOUNTS
-
Average Account Value$1,209,942
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CT, FL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SD, TX
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