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LL

Lucian M. Lobelkarimi

LUKE CAPITAL
Palm Springs, CA
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CRD#: 6332545
LL

Professional summary


Lucian Mohssin Lobelkarimi is a registered financial advisor currently at LUKE CAPITAL located in Palm Springs, California.

Lucian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Lucian has worked at 4 firms and has passed the Series 65, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SALES OF INVESTMENT-RELATED PRODUCTS, PART-TIME OR FULL-TIME, FOR COMPANIES AFFILIATED WITH PFS INVESTMENTS INC. I MAY ALSO RECEIVE NON-INVESTMENT RELATED COMPENSATION FROM PRIMERICA CLIENT SERVICES, INC. (A CO-LOCATED AFFILIATE OF PFS INVESTMENTS INC.) FOR PART-TIME REFERRALS OF HOME SECURITY AND AUTOMATION PRODUCTS, AS WELL AS OTHER HOME RELATED SERVICES.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Lucian Mohssin Lobelkarimi's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 25, 2020 - Present

LUKE CAPITAL

RIA
CRD#: 306879
Palm Springs, CA
Past

April 26, 2019 - December 23, 2019

PFS INVESTMENTS INC.

BD
CRD#: 10111
PALM DESERT, CA
Past

September 27, 2017 - December 31, 2018

PFS INVESTMENTS INC.

BD
CRD#: 10111
INDIO, CA
Past

November 29, 2016 - December 31, 2017

VETERAN CAPITAL MANAGEMENT

RIA
CRD#: 142482
SAN DIEGO, CA
Past

March 16, 2015 - November 9, 2015

FIRST COMMAND BROKERAGE SERVICES, INC.

BD
CRD#: 3641
TWENTYNINE PALMS, CA
Past

January 9, 2015 - November 9, 2015

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA
CRD#: 3641
TWENTYNINE PALMS, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/25/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/9/2015
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LC
LUKE CAPITAL
LOBELKARIMI, LUCIAN, MOHSSIN | LUKE CAPITAL

CRD#: 306879 / SEC#:

California
Registered Investment Advisory firm - (3/25/2020 Approved)
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Contact information


Main Address
Palm Springs, CA
Mailing Address
Phone number
(760) 567-3680
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 30,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LUKE CAPITAL

CRD#: 306879Palm Springs, CA

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