VL
Victor F. Luke
CETERA INVESTMENT ADVISERS LLC
BURBANK, CA 91505
Some features on this profile are disabled
CRD#: 6987525
VL
Professional summary
Victor Frank Luke, who also goes by VIctor F Luke, Victor Frank Luke II, Victor Luke, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Burbank, California and CETERA WEALTH SERVICES, LLC located in Glendale, California.
Victor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Victor has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Victor F Luke | Victor Frank Luke Ii | Victor Luke
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.
1) NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 5/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LEASE PROPERTY TO LUKE SERVICES INC. DBA COMPREHENSIVE FINANCIAL SERVICES; 2) NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: 848 IDLEWOOD RD., GLENDALE, CA 91202; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 5/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COLLECT RENT, MAINTAIN PROPERTY; 3) LEGAL SERVICES POSITION: sole proprietor NATURE: Part time legal practice. Approximately five hours per week. Devoted to estate planning and small business advice. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2019 ADDRESS: 3811 West Burbank Blvd, Burbank CA 91505, United States DESCRIPTION: Interview client. Develop estate plan with needed documents for client based on client's circumstances and desires. Small business advice depends on the matter, from formation to compliance, contract obligations, and the legal consequences of various actions. 4) NAME OF OTHER BUSINESS: LUKE SERVICES INC. DBA COMPREHENSIVE FINANCIAL SERVICES; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2019, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5) A REVOCABLE TRUST NAMED "LUKE FAMILY TRUST" WHICH NOW POSITION: I am co-trustee, along with my wife and co-worker, Anahid Luke. NATURE: The "Luke Family Trust" was created to be a revocable title owner to our community estate's property. Since on or about June 23, 2025, the Luke Family Trust has been the title owner of record for our four parcels of real estate: (a) our residence, 1907 Hampton Ln., Glendale CA 91201; (b) our rental property, 1308 Aristo St., Glendale CA 91201; (c) our rental property, 848 Idlewood Rd., Glendale CA 91202, and; (d) our commercial property, 3811 W. Burbank Blvd. CA 91505. The trust also is owner of all our tangible personal property. As co-trustee, I have a duty to manage the properties for the benefit of the trust's beneficiaries, who are myself and my wife, co-trustee Anna Luke. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/23/2025 ADDRESS: 1907 Hampton Ln., Glendale CA 91201, United States DESCRIPTION: Manage the properties, either by ourselves or with paid managers. Maintain the physical integrity of the structures. Insure against risk of loss. Pay for any tax obligations which are not paid by tenants. 6) NAME OF OTHER BUSINESS: LAW OFFICES OF VICTOR F. LUKE; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LAW OFFICES; START DATE: 7/2019; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: DRAFTING ESTATE PLANNING DOCUMENTS; SMALL BUSINESS ADVICE; 7) NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: 1308 ARISTO ST, GLENDALE, CA 91201; NATURE OF BUSINESS: RENTAL PROPERTY; START: 5/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RENTING PROPERTY, COLLECTING RENT;
CRS (Client Relationship Summary) - RIA
Click below to view Victor Frank Luke'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
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 3811 West Burbank Blvd, Burbank, CA 91505RIA
CRD#: 105644
BURBANK, CA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #2: 3811 West Burbank Blvd, Burbank, CA 91505BD
CRD#: 13572
GLENDALE, CA
Past
August 1, 2023 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Burbank, CA
Past
August 1, 2023 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Burbank, CA
Past
March 2, 2020 - August 1, 2023
INDEPENDENT FINANCIAL GROUP, LLC
RIA
CRD#: 7717
Burbank, CA
Past
December 23, 2019 - August 1, 2023
INDEPENDENT FINANCIAL GROUP, LLC
BD
CRD#: 7717
Burbank, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/5/2025)
RR
Arkansas(9/5/2025)
RR
California(9/5/2025)
IAR
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
Connecticut(9/5/2025)
RR
Delaware(9/5/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Idaho(9/5/2025)
RR
Maine(9/5/2025)
RR
Nevada(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Ohio(9/5/2025)
RR
Oregon(9/5/2025)
RR
Tennessee(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Utah(9/5/2025)
RR
Virginia(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/23/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
