Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Ferrell is a financial advisor at Steward Partners Investment Advisory, LLC. Luke has been in the financial industry for several years and is registered to offer investment advice in multiple states, including Alabama and Texas. Luke has experience with a wide range of investment products and services, including financial planning, portfolio management, and pension consulting. Luke’s previous experience includes working with Cambridge Investment Research Advisors, Inc. and Cantella & Co., Inc. Luke is committed to providing personalized financial advice that helps his clients achieve their financial goals.
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.
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2
AL
04/02/2024 - Present
Steward Partners Investment Advisory, LLC (JASPER AL)
AL
12/09/2022 - 02/20/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (JASPER AL)
AL
06/30/2021 - 12/09/2022
CANTELLA & CO., INC. (JASPER AL)
BOTH
Issued 7/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 5/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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