LK
LK

Luka Karaulic

3 Years of Experience
Peachtree City, GA
Broker

Luka Karaulic is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Peachtree City, GA, 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 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

525 Westpark Drive, Suite 100, Peachtree City, GA, 30269

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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 Activities

Luka works as a Relationship Manager and Financial Advisor for Reveille Wealth Management, LLC since 2022. This takes about half of Luka's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2023 - Present · 2 yrs 9 mos
Raymond James Financial Services, INC.Broker
March 2023 - Present · 3 yrs 2 mos
State Registrations16 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.