Unclaimed
Luke Fairchild is a financial advisor with Sagespring Wealth Partners. Luke Fairchild has been in the financial services industry since August 12, 2019. Prior to joining Sagespring Wealth Partners, Luke Fairchild worked at Morgan Stanley and Wells Fargo Clearing Services, LLC. Luke Fairchild is registered with the state of Tennessee and holds the Series 63, 65, 66, and SIE licenses. Luke Fairchild specializes in retirement planning, college savings, and investment management. Luke Fairchild offers financial planning and portfolio management services to individuals and families.
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.
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.
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2
TN
06/06/2022 - Present
Sagespring Wealth Partners (FRANKLIN TN)
CA
10/05/2018 - 02/05/2019
MORGAN STANLEY (WOODLAND HILLS CA)
UT
06/06/2017 - 10/02/2018
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
BOTH
Issued 03/04/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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