Stifel, Nicolaus & Company, Inc
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Stifel, Nicolaus & Company, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Stifel Nicolaus & Co Inc
Sheree Luker has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Stifel, Nicolaus & Company, Inc
Saint Louis, MO
San Juan Capistrano, CA
Saint Louis, MO