Luke Gawronski (CRD# 6291525) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bluffton, SC and has over 10 years of experience in the finance industry. Luke Gawronski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2410852
Bull Street Advisors
CRD# 2361427
Cambridge Investment Research Advisors, Inc.
CRD# 5979110
Sound View Wealth Advisors Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services LLC | Bluffton, SC | Jun 2023 - Current | < 1 |
| Massmutual Life Insurance Co | Bluffton, SC | Jun 2023 - Current | < 1 |
| Guardian Life Insurance Company | Bluffton, SC | Jan 2021 - Jun 2023 | 2 |
| Park Avenue Securities | Bluffton, SC | Nov 2020 - Jun 2023 | 2 |
| Guardian Life Insurance Company | Mt Pleasant, SC | Nov 2020 - Jan 2021 | < 1 |
| Park Avenue Securities | Mt Pleasant, SC | Nov 2020 - Jan 2021 | < 1 |
| Mml Investors Services, LLC | Bluffton, SC | Mar 2017 - Nov 2020 | 3 |
| Massachusetts Mutual Life Insurance Company | Bluffton, SC | Jul 2016 - Nov 2020 | 4 |
| Metlife Securities Inc. | Stamford, CT | Jan 2014 - Mar 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- SC
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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