LV
LV

Luke Vincer

18 Years of Experience
Independence, OH
Broker

Luke Vincer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Independence, OH, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

6000 Freedom Square Dr Suite 350, Independence, OH, 44131

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Luke is the CEO of LongView Financial Partners, LLC, a full-service wealth advisory office. This takes about half of Luke's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2017 - Present · 8 yrs 11 mos
Raymond James Financial Services, INC.Broker
April 2015 - Present · 11 yrs 1 mo
Previous Registrations
Westminster Financial Securities, INC.Broker
May 2012 - April 2015 · 2 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2007 - May 2012 · 4 yrs 9 mos
State Registrations30 states
AZCACOCTFLGAILINKYMAMDMIMNMONCNENJNMNVNYOHORPASCTNTXUTVAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.