Luke Penning (CRD# 7662271) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Jacksonville Beach, FL and has 1 year of experience in the finance industry.
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Insurance | Jacksonville Beach, FL | Apr 2024 - Current | < 1 |
| State Farm Investment Management Corp | Jacksonville Beach, FL | Apr 2024 - Current | < 1 |
| State Farm Vp Management Corp | Jacksonville Beach, FL | Apr 2024 - Current | < 1 |
| State Farm Investment Management Corp | Jacksonville, FL | Feb 2024 - Apr 2024 | < 1 |
| Christopher Patrick Insurance Agency | Jacksonville, FL | Jan 2023 - Apr 2024 | 1 |
| State Farm Vp Management Corp. | Jacksonville, FL | Nov 2022 - Apr 2024 | 1 |
| Kathy Scott Insurance Agency | Jacksonville, FL | Jan 2022 - Jan 2023 | 1 |
| Paul Erdman Insurance Agency | Golden, CO | Sep 2020 - Nov 2021 | 1 |
| Paul Farr Insurance Agency | Denver, CO | Jul 2020 - Sep 2020 | < 1 |
| Unemployed | Philadelphia, PA | Apr 2020 - Jul 2020 | < 1 |
| David Penning Insurance Agency | Philadephia, PA | May 2017 - Apr 2020 | 2 |
| Electro Sound Systems | Newport, DE | Jun 2017 - Aug 2017 | < 1 |
| Couch Tomato Cafe | Philadelphia, PA | Dec 2016 - May 2017 | < 1 |
| Full Time Student | Philadelphia, PA | Aug 2016 - Dec 2016 | < 1 |
| Cbs News Corporation | New York, NY | Jun 2016 - Aug 2016 | < 1 |
| Full Time Student | Philadelphia, PA | Sep 2015 - Jun 2016 | < 1 |
| Zen Saigon Restaurant | Bethany Beach, DE | May 2015 - Sep 2015 | < 1 |
| Main Line Delivery | Ardmore, PA | May 2014 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
| S63 | Uniform Securities State Law Examination | Feb 2024 |
- FL
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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