Luke Salcone (CRD# 6561129) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has 1 year of experience in the finance industry. Luke Salcone 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# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Financial Strategies, Inc. | Columbus, OH | Jan 2024 - Current | < 1 |
| Summit Financial Strategies, Inc. | Columbus, OH | Jan 2022 - Current | 2 |
| Summit Financial Strategies, Inc. | Columbus, OH | Jan 2017 - Jan 2022 | 5 |
| Bruegger's Bagels Dba North Coast Bakeries | Dublin, OH | Jan 2007 - Dec 2018 | 11 |
| Summit Financial Strategies, Inc. | Columbus, OH | Sep 2015 - Jan 2017 | 1 |
| Summit Financial Strategies, Inc. | Columbus, OH | Sep 2013 - Sep 2015 | 2 |
- LA
- OH
- TX
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Total Assets Under Management1,779MILLIONS
-
Total Number of Accounts949ACCOUNTS
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Average Account Value$1,874,395
- A percentage of assets under your management
- 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)
AZ, CA, FL, IL, KY, LA, MD, MI, MN, NC, NE, NY, OH, PA, SC, TX, VA, WA, WV
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