Luke Wallace George
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 yearsFirm in business
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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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jun 2023 to now
- Cambridge Investment Research, Inc.Apr 2023 to now
- Z Doctor LLCOct 2022 to Aug 2023
- Hi FinancialJul 2022 to Jan 2024
- 360 Painting of MeridianMay 2021 to Aug 2021
- Boise State UniversityAug 2019 to May 2023
- Ec PlumbingJul 2018 to Apr 2020
- Lds MissionOct 2016 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (ID).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7598524
- Firm CRD
- 134139