Unclaimed
Luke Alexander Bowes is a financial advisor with over 8 years of experience in the industry. Luke is registered with Tvamp, LLC and has a Series 7, Series 79 and Series 66 license. Luke has a Chartered Financial Analyst designation. Luke has experience in the investment industry working for both LPL Financial, LLC and Evercore Group LLC. The advisor is a registered representative of LPL Financial, LLC. Luke's professional background also includes working for Tennessee Valley Asset Management Partners, LLC, which is a separate firm and independent from LPL Financial.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TN
04/26/2021 - Present
Tvamp, LLC (KNOXVILLE TN)
NY
08/03/2018 - 03/28/2021
EVERCORE GROUP L.L.C. (NEW YORK NY)
TN
08/07/2012 - 09/28/2016
LPL FINANCIAL LLC (KNOXVILLE TN)
BOTH
Issued 10/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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