Sheree
Luker

Stifel, Nicolaus & Company, Inc

CRD#1990325
Investment Advisor
in Montgomery, AL

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About this Advisor

Sheree Luker is a financial advisor who works out of Montgomery, Alabama, who has 10 years of financial industry experience. Luker is an employee of Stifel, Nicolaus & Company, Inc. They have spent all of their employment at Stifel, Nicolaus & Company, Inc. Luker holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Alabama and Texas. Stifel, Nicolaus & Company, Inc is a financial advisory company based out of Montgomery, Alabama. The company has offices in 431 locations and a total of 6,153 employees. It administers $98 billion in total assets across its 244,516 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 1,031 charities and foundations. Of its 244,516 client accounts, 40% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services largely are based on the financial services offered. However, fee types charged by Stifel, Nicolaus & Company, Inc likely include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

7460 Halcyon Pointe Drive Suite 100
Montgomery, AL 36117

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$97,687,069,900

AL Average: $11,469,110,461
Total Number of Employees

6,153

AL Average: 458
Total Number of Accounts

244,516

AL Average: 33,415
Average Account Size

$399,512

AL Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Sheree Luker Work History

Sheree has 10 years of experience.

2010 - Present (11 years)

Stifel Nicolaus & Co Inc

Disclosures

Sheree Luker has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Joshua Burgan
Indianapolis, IN
Noah Burns
San Juan Capistrano, CA
Kelly Andrews
Saint Louis, MO
Christopher Moran
Boston, MA
Michele Behling
Cincinnati, OH
Jonathan Peters
Greensboro, NC
Mary Briscoe
Montgomery, AL

This content was compiled from the SEC and FINRA.

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