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Dillon James Lukehart

FINANCIAL ADVISERS OF AMERICA, LLC·CARLSBAD, California
Unclaimed Profile
1930 PALOMAR POINT WAY, CARLSBAD, CA 92008CRD# 6109420Firm CRD# 142170
01

About

Dillon James Lukehart is a registered financial advisor based in CARLSBAD, California, affiliated with FINANCIAL ADVISERS OF AMERICA, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL ADVISERS OF AMERICA, LLC
FINANCIAL ADVISERS OF AMERICA, LLC
AUM
$164M
Regulatory assets under management
Employees
50
Total firm employees
View all advisors at FINANCIAL ADVISERS OF AMERICA, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 6109420
Firm CRD# 142170
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dillon James Lukehart offer?
Dillon James Lukehart specializes in Financial Planning, Investment Management. Contact their office in CARLSBAD, California for a consultation.
What are Dillon James Lukehart's credentials?
Dillon James Lukehart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dillon James Lukehart located?
Dillon James Lukehart is based in CARLSBAD, California, working with FINANCIAL ADVISERS OF AMERICA, LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.
How does Dillon James Lukehart charge for services?
Dillon James Lukehart's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL ADVISERS OF AMERICA, LLC?
FINANCIAL ADVISERS OF AMERICA, LLC has approximately 50 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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