Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Childs is a financial advisor with LPL Financial LLC. Luke has been in the financial industry since 2020 and is registered with the state of Pennsylvania. Luke's previous experience includes working at Cambridge Investment Research, Inc. and Vanguard Marketing Corporation. Luke holds the Series 63, 66, 7TO and SIE licenses. Luke specializes in providing financial planning and investment advice to individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
08/19/2024 - Present
LPL Financial LLC (HARLEYSVILLE PA)
PA
03/15/2022 - 08/01/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (HARLEYSVILLE PA)
PA
08/27/2020 - 12/23/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 01/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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