Luther Wannamaker, financial advisor Charleston SC
83 score

Luther Wannamaker

CRD Number: 1884799
Current Firm: Lpl Financial LLC

Luther Wannamaker (CRD# 1884799) is an Investment Advisor Representative working at Lpl Financial LLC in Charleston, SC and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Charleston, SC May 2014 - Current 2
South Carolina Bank And Trust Charleston, SC May 2014 - Current 2
Sorrento Pacific Financial, LLC San Diego, CA Sep 2011 - May 2014 2
First Southeast Investor Services, Inc. Charleston, SC May 2009 - May 2014 5
Lpl Financial Charleston, SC Mar 2014 - Mar 2014 < 1
Uvest Financial Services Group, Inc. Charoltte, NC Sep 2009 - Sep 2011 2
Banc Of America Insurance Services, Inc. Charleston, SC Jan 1998 - May 2009 11
Banc Of America Investment Services, Inc. Charleston, SC Jan 1998 - May 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S66 NASAA Uniform Combined State Law Examination Jul 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Luther B. Wannamaker
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • LA
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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