Erik
Luckstead
Virtue Capital Management, LLC
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About this Advisor
Erik Luckstead is a financial advisor based in Fort Worth, Texas, with 4 years of industry experience. Luckstead is an employee of Virtue Capital Management, LLC. Throughout their career, Luckstead has worked at Wealth Lock Financial Services, Inc, The Stelworth Group, Independent (Benefit Options Strategic Solutions), Wealth-Lock, Inc, Wealth Lock Insurance Services LLC, Virtue Capital Management, LLC and Wealthstead LLC. Luckstead has a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Texas. Virtue Capital Management, LLC is a company that has its headquarters in Brentwood, TN. The company has offices in 98 locations and a total of 133 advisors. It oversees $941 million in assets among its 8,035 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 8,035 accounts, just 1% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fee schedules vary depending on the type of financial services. Fee types charged by Virtue Capital Management, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Virtue Capital Management, LLC Brokerage Details
$941,394,286
133
8,035
$117,162
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Erik Luckstead Work History
Erik has been registered as a financial advisor for 4 years.*
Virtue Capital Management, LLC
Wealth Lock Insurance Services LLC
Wealthstead LLC
Wealth-Lock, Inc
Independent (Benefit Options Strategic Solutions)
The Stelworth Group
Wealth Lock Financial Services, Inc
*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 Erik Luckstead 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 Virtue Capital Management, LLC
Brentwood, TN
Brentwood, TN
Orlando, FL
Brentwood, TN
Pompano Beach, FL
Aberdeen, NC
Butler, PA
Hiawassee, GA
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