Anahid Dana Luke
Investment adviser representative at Cetera Investment Advisers LLC
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm 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
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Luke Services, Inc. dba Comprehensive Financial ServicesDec 2017 to now
- Avantax Insurance Agency And/or Avantax Insurance ServicesAug 2023 to Sep 2025
- Avantax Advisory ServicesJul 2023 to Sep 2025
- Avantax Investment Services Inc.Jul 2023 to Sep 2025
- Avantax Insurance Agency, LLCJul 2023 to Sep 2023
- In-home Supportive Svcs (ihss)Jan 2023 to Jul 2023
- Independent Financial Group, LLCSep 2017 to Jul 2023
- National Planning CorporationFeb 2009 to Sep 2017
- Comprehensive Financial ServicesDec 2000 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 3217912
- Firm CRD
- 105644