Erik Luckstead (CRD# 6007515) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Fort Worth, TX and has over 12 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Virtue Capital Management, LLC | Brentwood, TN | Sep 2019 - Current | 4 |
Wealth Lock Insurance Services LLC | Fort Worth, TX | Apr 2018 - Current | 6 |
Wealthstead LLC | Fort Worth, TX | Nov 2012 - Current | 11 |
Wealth-lock, Inc. | Fort Worth, TX | Aug 2011 - Current | 12 |
Independent (benefit Options Strategic Solutions) | Fort Worth, TX | Feb 2009 - Current | 15 |
The Stelworth Group | Fort Worth, TX | Jan 2001 - Current | 23 |
Wealth Lock Financial Services, Inc. | Fort Worth, TX | Dec 2011 - Sep 2019 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
- TX
-
Total Assets Under Management787MILLIONS
-
Total Number of Accounts6,111ACCOUNTS
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Average Account Value$128,861
- 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
- Educational seminars/workshops
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