Unclaimed
Luke Aull is a financial advisor with Steward Partners Investment Advisory, LLC. Luke has been in the financial industry since 2005. Luke has an active registration with the Securities and Exchange Commission. Luke has been associated with Steward Partners Investment Advisory, LLC since January of 2024. Luke previously worked at Raymond James Financial Services, Inc. Luke is registered with the following states: Alabama, Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Montana, Nebraska, New Hampshire, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Luke has earned the Certified Financial Planner designation.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
01/31/2024 - Present
Steward Partners Investment Advisory, LLC (NASHVILLE TN)
TN
08/26/2005 - 02/01/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (NASHVILLE TN)
BOTH
Issued 09/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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