LL
Luke L. Leibovich
CRUX AND COMPANY
Redondo Beach, CA
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CRD#: 6695027
LL
Professional summary
Luke Larry Leibovich is a registered financial advisor currently at CRUX AND COMPANY, LLC located in Redondo Beach, California.
Luke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Luke has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Luke Larry Leibovich'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®
NoneExperience
Current
November 4, 2016 - Present
CRUX AND COMPANY, LLC
RIA
CRD#: 284931
Redondo Beach, 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(11/4/2016)
Current Firm
CA
CRUX AND COMPANY, LLC
CRUX AND COMPANY, LLC
CRD#: 284931 / SEC#:
California
Registered Investment Advisory firm - (11/4/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Redondo Beach, CA
Mailing Address
Phone number
+1 (507) 990-9777
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 538,161 |
Red Flags
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