Archie J. Luse
Professional summary
Archie John Luse, who also goes by A John Luse, John Luse, Archie John Luse, is a registered financial advisor currently at HARBOR ISLAND WEALTH MANAGEMENT located in Newport Beach, California.
Archie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Archie has worked at 12 firms and has passed the Series 63, Series 7, Series 22 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Archie John Luse's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 29, 2018 - Present
HARBOR ISLAND WEALTH MANAGEMENT
December 1, 2005 - October 31, 2006
SCF SECURITIES, INC.
January 2, 2003 - December 12, 2003
FOOTHILL SECURITIES, INC.
January 2, 2003 - December 12, 2003
FOOTHILL SECURITIES, INC.
December 31, 1997 - January 3, 2003
LPL FINANCIAL LLC
January 1, 1997 - October 11, 2017
HARBOR ISLAND WEALTH MANAGEMENT
July 2, 1991 - January 3, 2003
LPL FINANCIAL LLC
March 20, 1990 - July 8, 1991
CROWELL, WEEDON & CO.
June 26, 1989 - March 30, 1990
LEHMAN BROTHERS INC.
December 22, 1988 - July 3, 1989
NEWPORT COAST SECURITIES, INC.
November 20, 1987 - December 20, 1988
TITAN/VALUE EQUITIES GROUP, INC.
July 15, 1987 - October 10, 1987
FEDERATED SECURITIES CORP.
September 29, 1986 - August 25, 1987
INCOME PROPERTY GROUP SYNDICATIONS, INCORPORATED
March 25, 1986 - November 6, 1986
BROOKSTREET SECURITIES CORPORATION
June 26, 1984 - August 23, 1984
WILKES & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/29/2018)
Exams
Current Firm
HARBOR ISLAND WEALTH MANAGEMENT
CRD#: 135856 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 500,000 |
Red Flags
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