Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Taylor Gregory is a financial advisor at Lord and Richards Wealth Management, LLC based in Highlands Ranch, Colorado. Luke has been with the firm since January 2024. Luke has been working in the financial industry since July 2022 and is licensed to practice in Colorado. Luke also holds a Series 65 license. Luke has been a licensed insurance agent. Luke specializes in providing financial advice to individuals and families and managing investment portfolios.
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.
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.
A percentage of the total value of assets under management is charged.
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CO
01/03/2025 - Present
Lord AND Richards (HIGHLANDS RANCH CO)
IA
Issued 06/27/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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