LPL Financial
47yrs
Top advisor by experience in San Diego
6yrs
Luka Erceg
Financial advisor at Dynamique Capital Advisors
Based in San Diego, California, Luka Erceg is a fiduciary financial advisor with 6 years of industry experience. Luka joined Dynamique Capital Advisors in 2020, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and performance-based fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office11440 W. Bernardo Court Suite 300, San Diego, CA 92127
How the firm is paid ?Percent of assets, Hourly, Performance fee
Typical client at the firm ?$2.52 million
Advisors at the firm3
States licensed ?2 states
Services through Dynamique Capital Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowDynamique Capital AdvisorsCurrent firm
Contact Luka
(858) 947-4260Dynamique Capital Advisors main office 11440 W. Bernardo Court Suite 300San Diego, CA 92127Office · Get directions X (Twitter) pageDynamique Capital Advisors
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Questions to ask Luka
Tailored to Luka’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Luka
How do I contact Luka?
Call Dynamique Capital Advisors at (858) 947-4260 and ask for Luka Erceg. Luka works from the San Diego, CA office.
How long has Luka been a financial advisor?
Luka has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Luka hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Luka a fiduciary?
Luka is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Luka paid?
Dynamique Capital Advisors reports being paid by a percentage of the assets they manage, hourly fees, a share of investment gains. Ask Luka for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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