Luke Larocca is a CFP-designated registered investment advisor, based in Homewood, IL, with 25 years of industry experience. Luke is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2711 W. 183rd Street, Suite 304, Homewood, IL, 60430
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Luke owns Larocca & Company, LTD, a tax preparation/accounting business, dedicating nearly full-time hours to it. He is also associated with Avantax Insurance Agency, LLC and has sold equity indexed and fixed index annuities, and acts as trustee for an Irrevocable Life Insurance Trust.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
Macken Securities, INC.Broker
State Registrations15 states
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
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