Unclaimed
Luther Banks Wannamaker is a financial advisor who has been in the industry since December 1988. Luther has held various positions at firms including J.C. Bradford & Co., NationsSecurities, Banc of America Investment Services, Inc. and First Southeast Investor Services, Inc. He is currently registered with LPL Financial LLC and has a Series 63, Series 66, Series 7 and SIE license. Luther has a strong background in providing financial advice to individuals, corporations, charitable organizations, investment clubs and pension plans. Luther is registered in 26 states and has a specialization in providing financial advice in the areas of insurance, retirement planning, investment management, and financial planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
05/21/2014 - Present
LPL Financial LLC (ORANGEBURG SC)
SC
05/28/2009 - 05/20/2014
FIRST SOUTHEAST INVESTOR SERVICES, INC. (CHARLESTON SC)
SC
01/01/1998 - 05/27/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLESTON SC)
NA
08/19/1997 - 01/01/1998
NATIONSSECURITIES
NY
12/20/1988 - 09/03/1997
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 07/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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