Gregory
Luken
Luken Investment Analytics, LLC
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About this Advisor
Gregory Luken is a financial advisor working out of Brentwood, Tennessee who has 10 years of industry experience. Luken works at Luken Investment Analytics, LLC. Their career trajectory has included roles at Luken Investment Group, Sii Investments, Inc and Luken Investment Analytics, LLC. Luken has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Alabama, Florida, Georgia, Illinois, Kentucky, Louisiana, Tennessee and Texas. Luken Investment Analytics, LLC is a financial advisory firm that has its headquarters in Brentwood, TN. It manages $189 million in assets among its 447 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 447 customer accounts, 19% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Luken Investment Analytics, LLC performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and publication of newsletters. Fees charged by financial advisors typically vary depending on which service is offered. Fees billed by Luken Investment Analytics, LLC can consist of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Luken Investment Analytics, LLC Brokerage Details
$188,641,766
5
447
$422,017
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Publication of periodicals or newsletters
Gregory Luken Work History
Gregory has been registered as a financial advisor for 10 years.*
Luken Investment Analytics, LLC
Sii Investments, Inc
Luken Investment Group
Luken Investment Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Luken to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Luken Investment Analytics, LLC
Brentwood, TN
Brentwood, TN
Brentwood, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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