Luke Tait, financial advisor Frisco TX

Luke Tait

CRD Number: 6076632
Current Firm: Quadcap Wealth Management, LLC
Compensation Model: Fee Only

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.

CONTACT
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Company Name Location Dates Years
Golden Guidance LLC Overland Park, KS Feb 2019 - Current 3
Golden Guidance LLC Overland Park, KS Jan 2019 - Current 3
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
Paragon Wealth Management Provo, UT Jun 2011 - Dec 2012 1
Brigham Young University Provo, UT May 2011 - Dec 2012 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination Mar 2015
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.

Get Details on the FINRA Advisor Check site
Contact Info for Luke M. Tait
Phone Number: 972-818-2400
Firm Website: http://www.quadcapwm.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    686
    MILLIONS
  • Total Number of Accounts
    1,116
    ACCOUNTS
  • Average Account Value
    $614,386
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, FL, IL, LA, MS, NC, NE, NH, PA, TX

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