Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Steven Smith is a financial advisor in Salisbury, MD. Luke is registered with Wealthspire Advisors. Luke has been a Registered Representative since September 1, 2018, and has been a Registered Investment Advisor since March 31, 2021. Luke is a CERTIFIED FINANCIAL PLANNER™. Luke works with high-net-worth individuals, corporations, and charitable organizations, providing them with financial planning, pension consulting, and selection of other advisors.
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.
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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MD
03/31/2021 - Present
Wealthspire Advisors (Salisbury MD)
MD
09/01/2018 - 01/25/2019
WELLS FARGO CLEARING SERVICES, LLC (EASTON MD)
BOTH
Issued 10/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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