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David Carl Luck

ADVISOR FINANCIAL SERVICES INC·GLEN ALLEN, Virginia
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9307 BROOK RD, GLEN ALLEN, VA 23060CRD# 2633471Firm CRD# 118537
01

About

David Carl Luck is a registered financial advisor based in GLEN ALLEN, Virginia, affiliated with ADVISOR FINANCIAL SERVICES INC. 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
ADVISOR FINANCIAL SERVICES INC
ADVISOR FINANCIAL SERVICES, INC.
AUM
$38M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2633471
Firm CRD# 118537
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Carl Luck offer?
David Carl Luck specializes in Financial Planning, Investment Management. Contact their office in GLEN ALLEN, Virginia for a consultation.
What are David Carl Luck's credentials?
David Carl Luck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Carl Luck located?
David Carl Luck is based in GLEN ALLEN, Virginia, working with ADVISOR FINANCIAL SERVICES INC. Their office serves clients in the GLEN ALLEN metropolitan area and surrounding communities.
How does David Carl Luck charge for services?
David Carl Luck'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 ADVISOR FINANCIAL SERVICES INC?
ADVISOR FINANCIAL SERVICES INC has approximately 3 employees and manages $38M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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