David Carl Luck
Investment adviser representative at Advisor Financial Services, Inc.
31 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$62.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Luck & Company Cpa PllcJan 2023 to now
- Advisor Financial Services, Inc.Jan 1995 to now
- David C Luck, Cpa PcJan 1995 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (NY, VA).
Advisor Financial Services, Inc.
Legal name: Advisor Financial Services Inc
$62.6MAssets managed
223Clients
1Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2633471
- Firm CRD
- 118537