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Dan W Lufkin

LUFKIN ADVISORS, LLC·N PALM BEACH, Florida
Unclaimed Profile
378 NORTHLAKE BLVD, N PALM BEACH, FL 33408CRD# 1479266Firm CRD# 163918
01

About

Dan W Lufkin is a registered financial advisor based in N PALM BEACH, Florida, affiliated with LUFKIN ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LUFKIN ADVISORS, LLC
LUFKIN ADVISORS, LLC
AUM
$116M
Regulatory assets under management
Employees
0
Total firm employees
View all advisors at LUFKIN ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1479266
Firm CRD# 163918
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dan W Lufkin offer?
Dan W Lufkin specializes in Retirement Planning. Contact their office in N PALM BEACH, Florida for a consultation.
What are Dan W Lufkin's credentials?
Dan W Lufkin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dan W Lufkin located?
Dan W Lufkin is based in N PALM BEACH, Florida, working with LUFKIN ADVISORS, LLC. Their office serves clients in the N PALM BEACH metropolitan area and surrounding communities.
How does Dan W Lufkin charge for services?
Dan W Lufkin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LUFKIN ADVISORS, LLC?
LUFKIN ADVISORS, LLC is a registered investment adviser with the SEC, managing $116M in regulatory assets under management. See their Form ADV for full details.
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Other advisors in N PALM BEACH
Chauncey Forbush Lufkin — LUFKIN ADVISORS, LLCMarianne Chrencik — LUFKIN ADVISORS, LLCKirk Andrew Wallace — LUFKIN ADVISORS, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
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