AL
CFP
AL
CFP

Anahid Luke

27 Years of Experience
Glendale, CA
BrokerSells Insurance

Anahid Luke is a CFP-designated registered investment advisor, based in Glendale, CA, with 27 years of industry experience. Anahid is also registered as a broker, so some compensation may come from commissions on products sold.

Location

Glendale, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Anahid is an insurance agent with Avantax Insurance Agency/Services and the CEO of Luke Services, Inc. dba Comprehensive Financial Services, which offers a range of financial services including insurance. She also jointly owns rental properties with her husband, dedicating minimal time to these activities, while spending full-time hours as CEO of Luke Services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Avantax Advisory Services
August 2023 - September 2025 · 2 yrs 1 mo
Avantax Investment Services, INC.Broker
July 2023 - September 2025 · 2 yrs 2 mos
Independent Financial Group, LLC
September 2017 - August 2023 · 5 yrs 11 mos
Independent Financial Group, LLCBroker
September 2017 - August 2023 · 5 yrs 11 mos
National Planning Corporation ("npc of America" in Fl & Ny)
October 2011 - October 2017 · 6 yrs
National Planning CorporationBroker
February 2009 - October 2017 · 8 yrs 8 mos
Royal Alliance Associates, INC.Broker
January 2001 - February 2009 · 8 yrs 1 mo
Comprehensive Financial Services
December 2000 - December 2016 · 16 yrs
Prudential Securities IncorporatedBroker
September 1999 - December 2000 · 1 yr 3 mos
State Registrations26 states
ARAZCACOCTDEFLGAHIIDILINMDMEMIMNNCNVNYOHORTNTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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