Luke Wright Email & Phone Number

Huntington Beach, Ca, Us

Disclosure:Luke Wright offers products and services using the following business names: Boom Planning/Canvas Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org and www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Boom Planning/Canvas Financial.Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.

Costa Mesa, Ca

In helping launch 20/20 Capital Management Inc (Registered Investment Advisory, RIA), I am responsible for the conversion, development, implementation, and ongoing enhancement of 20/20 Capital Management Inc's platform of solutions and technology tools. Internally, I work closely with all of 20/20 Capital Management Inc's senior management and staff to improve the overall RIA experience through best practices and efficient processes. Additionally, my duties include fee creation, assignment, and quarterly billing for all of our firm's accounts, using Orion Advisor Services. I also act as a main point of contact and firm administrator for our current custodian, TD Ameritrade. Externally, I provide training and consulting with our field on utilizing the best way to integrate the tools into their practices, and achieving operational efficiency. My extensive background in Operations, Supervision, and Compliance helps me to look at our processes and solutions comprehensively in order to find the best solutions for our firm and clients.

Costa Mesa, Ca

20/20 Financial Advisers of OC, LLC is a Financial Services Firm serving the needs of high net worth clients in the areas of investment strategies, retirement planning, tax strategies, estate planning, insurance, and business continuation programs. In addition, as financial advisers registered with Ameritas Investment Corp. (AIC), we also offer financial planning and investment advisory services.

Laguna Beach, Ca

Helped establish the five-star luxury spa resort Montage Laguna Beach. In the opening years, the resort was wildly popular and we received hundreds of daily inquires reservations and hotel requests. I had received first-class customer service training that carries forward to me every personal interaction since. In doing so, we exceed sales goals each month, including 150% of goal for 2005. All the while consistently being secretly shopped by third-party customer service group Aspire and receiving exceptionally high customer service ratings.

St John, Usvi

• Handled corporate financial reporting for Maho Bay’s three distinct properties• Managed finances for domestic and international shipping orders• Developed and implemented policies and procedures over financial transactions, resulting in uniform reporting