LP
LP

Luke Polus

3 Years of Experience
Beverly Hills, CA
Broker

Luke Polus is a registered investment advisor at Raymond James & Associates, INC., based in Beverly Hills, CA, with 3 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

9595 Wilshire Blvd., SUITE 801 and 200, Beverly Hills, CA, 90212

Get directions

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.

Learn about disclosures →
Other Business Activities

Luke works part-time at Envision Center, live mixing audio for livestreams and front of house speakers. This takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2023 - Present · 2 yrs 11 mos
Raymond James & Associates, INC.Broker
January 2023 - Present · 3 yrs 6 mos
State Registrations1 state
CA
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.