Sheree
Luker

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.