Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Haymond is a financial advisor in Cumming, Georgia with over 25 years of experience in the financial services industry. Luke Haymond is currently registered with LPL Financial LLC and has been with them since October 2020. Luke Haymond was previously registered with Wells Fargo Advisors Financial Network, LLC and Raymond James Financial Services, Inc. Luke Haymond has a Series 7, Series 63, and Series 65 license. Luke Haymond specializes in providing financial planning, investment management, and consulting services to individuals, families, businesses, and charitable organizations. Luke Haymond also offers educational seminars and publications on financial topics.
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.
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2
GA
10/19/2020 - Present
LPL Financial LLC (CUMMING GA)
GA
02/25/2011 - 10/13/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CUMMING GA)
GA
01/04/1999 - 02/28/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (CUMMING GA)
FL
09/18/1995 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 10/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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