Luke Merry, financial advisor Covington KY

Luke Merry

CRD Number: 6203568
Current Firm: Commonwealth Financial Network

Luke Merry (CRD# 6203568) is an Investment Advisor Representative working at Commonwealth Financial Network in Covington, KY and has over 6 years of experience in the finance industry. Luke Merry 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.

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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jan 2018 - Current 3
Principled Wealth Advisors, LLC Covington, KY Aug 2017 - Current 4
Fidelity Brokerage Services, LLC Covington, KY Jul 2015 - Aug 2017 2
Barren & Merry Company Lpa Westerville, OH May 2006 - May 2015 9
Franciscan University Athletic Department Steubenville, OH Feb 2011 - May 2014 3
Edward Jones Investments Westerville, OH Jun 2013 - Aug 2013 < 1
Exel Logistics Westerville, OH May 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2015
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Luke T. Merry
Phone Number: 781-736-0700
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    133,519
    MILLIONS
  • Total Number of Accounts
    480,086
    ACCOUNTS
  • Average Account Value
    $278,116
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, WY

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