Luke King
Luke King is a registered investment advisor at Planmember Securities Corporation, based in Ventura, CA, with 14 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
1583 Spinnaker Drive, Suite 212, Ventura, CA, 93001
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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 is a partner/agent at Mindful Wealth Planners, LLC DBA Mindful Wealth Insurance Solutions, where he sells securities and insurance, dedicating full-time hours to this role. He also works as a consultant providing business insights through AlphaSights, spending minimal time on this activity.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Ceros Financial Services, INC.Broker
Main Management, LLC
Btig, LLCBroker
State Registrations17 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.