Luke Washburn (CRD# 6026141) is an Investment Advisor Representative working at Washburn Asset Management LLC in Amherst, OH and has over 12 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 2820363
Edward Jones
CRD# 5247687
Key Investment Services LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Washburn Asset Management LLC | Amherst, OH | Sep 2019 - Current | 4 |
| United States Army Reserve | Whitehall, OH | Mar 2002 - Jan 2023 | 20 |
| Ameriprise Financial Services, Inc. | Beachwood, OH | Aug 2015 - Sep 2019 | 4 |
| Edward D. Jones & Company, LP | St. Louis, MO | Feb 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2012 |
- OH
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$175,014
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
OH
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