EL
CFP
EL
CFP

Erich Luebkert

21 Years of Experience
Owings Mills, MD
Broker

Erich Luebkert is a CFP-designated registered investment advisor, based in Owings Mills, MD, with 21 years of industry experience.

Location

4525 Painters Mill Road, Owings Mills, MD, 21117

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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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Employment History
Current Registrations
T. Rowe Price Investment Services, INC.
March 2021 - Present · 5 yrs 2 mos
T. Rowe Price Advisory Services, INC.
March 2021 - Present · 5 yrs 2 mos
T. Rowe Price Investment Services, INC.Broker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Vanguard Advisers, INC.
September 2006 - February 2021 · 14 yrs 5 mos
Vanguard Marketing CorporationBroker
June 2004 - February 2021 · 16 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Erich Luebkert - Financial Advisor | TrueAdvisor