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Victor Luke

6 Years of Experience
Glendale, CA
BrokerSells Insurance

Victor Luke is a registered investment advisor at Cetera Investment Advisers LLC, based in Glendale, CA, with 6 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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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

Victor jointly owns and rents out residential and commercial properties, and also has a part-time legal practice focusing on estate planning and small business advice. He also serves as general counsel for Luke Services Inc. dba Comprehensive Financial Services full-time and sells insurance products through Avantax, dedicating minimal time to this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
August 2023 - September 2025 · 2 yrs 1 mo
Avantax Investment Services, INC.Broker
August 2023 - September 2025 · 2 yrs 1 mo
Independent Financial Group, LLC
March 2020 - August 2023 · 3 yrs 5 mos
Independent Financial Group, LLCBroker
December 2019 - August 2023 · 3 yrs 8 mos
State Registrations19 states
ARAZCACOCTDEFLGAIDMENCNVNYOHORTNTXUTVA
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.
Victor Luke - Financial Advisor | TrueAdvisor