Unclaimed Profile

Luke Robert Daniel

SARGENT BICKHAM LAGUDIS, LLC·BOULDER, Colorado

Series 7, Series 63, Series 66Clean record23 years registeredSARGENT BICKHAM LAGUDIS, LLC

4840 PEARL EAST CIRCLE, BOULDER, CO 80301CRD# 4280805Firm CRD# 113216

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Luke Robert Daniel · BOULDER, CO

Registration

CRD #4280805 · SARGENT BICKHAM LAGUDIS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

LIDO

Apr 2023 – present

COLORADO FINANCIAL MANAGEMENT LLC

Apr 2011 – Apr 2023

BOULDER, CO

CHARLES SCHWAB & CO., INC.

May 2003 – Sep 2007

ENGLEWOOD, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · May 9, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SARGENT BICKHAM LAGUDIS, LLC

CRD 113216 · SEC 801-56204

AUM

$2.0B

Regulatory assets under management

Employees

2,985 client accounts

Services offered by SARGENT BICKHAM LAGUDIS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SARGENT BICKHAM LAGUDIS, LLC →

Introduction

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Frequently Asked Questions

What services does Luke Robert Daniel offer?

Luke Robert Daniel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOULDER, Colorado for a consultation.

What are Luke Robert Daniel's credentials?

Luke Robert Daniel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Luke Robert Daniel located?

Luke Robert Daniel is based in BOULDER, Colorado, working with SARGENT BICKHAM LAGUDIS, LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.

How does Luke Robert Daniel charge for services?

Luke Robert Daniel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SARGENT BICKHAM LAGUDIS, LLC?

SARGENT BICKHAM LAGUDIS, LLC has approximately 17 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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