Lukas Atkins (CRD# 5735478) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Glendale, AZ and has over 14 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Glendale, AZ | Apr 2023 - Current | 1 |
| State Farm Vp Management Corp | Glendale, AZ | Oct 2011 - Current | 12 |
| Luke Atkins Insurance Agency | Glendale, AZ | Oct 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2010 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- AZ
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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