Luke Tait (CRD# 6076632) is an Investment Advisor Representative working at Golden Guidance, LLC in Prosper, TX and has over 8 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Golden Guidance LLC | Overland Park, KS | Feb 2019 - Current | 5 |
| Golden Guidance LLC | Overland Park, KS | Jan 2019 - Current | 5 |
| Quadcap Wealth Management, LLC | Frisco, TX | Jun 2016 - Jan 2019 | 2 |
| Goldman Sachs & Company | Dallas, TX | Jan 2015 - May 2016 | 1 |
| Goldman Sachs & Company | Salt Lake City, UT | Jan 2013 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- KS
- LA
- TX
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Total Assets Under Management7MILLIONS
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Total Number of Accounts20ACCOUNTS
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Average Account Value$350,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
KS, LA, TX
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