Answer a few questions and
get matched with an advisor.
About this Advisor
Mai Luc is a certified financial planner who works in Tempe, Arizona, with 13 years of financial industry experience. Luc is an advisor for Edward Jones. During their career, Luc has held roles at The Vanguard Group, Inc, Brokerage Professionals, Securities Service Network, Independent Planners Group, Ing Financial Partners, Inc, The Leaders Group Inc and Edward Jones. Luc maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Arizona. Edward Jones is a business headquartered in Tempe, Arizona. The investment advisory business has offices in 13,586 locations and a total of 23,408 people on staff. It has $329 billion in total assets among its 3,047,151 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 958 charities and foundations. Of its 3,047,151 client accounts, just 9% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which services are offered. However, fee types charged by Edward Jones most likely consist of asset-based and other 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.
Edward Jones 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Mai Luc Work History
Mai has 14 years of experience.
The Leaders Group Inc
Independent Planners Group
Ing Financial Partners, Inc
The Vanguard Group, Inc
Securities Service Network
Mai Luc has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Lenoir City, TN
Saint George, UT
Saint Joseph, MO