Lukas Smith (CRD# 5795552) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has over 12 years of experience in the finance industry.
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 6308347
Ubs Financial Services Inc.
CRD# 5393857
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sageguard Financial Group, LLC | Goodlettsville, TN | Dec 2022 - Current | 1 |
| Alphastar Capital Management LLC | Cornelius, NC | Jul 2021 - Current | 2 |
| Sageguard Financial Group, LLC | Goodlettsville, TN | Sep 2016 - Dec 2021 | 5 |
| Ubs Financial Services | Nashville, TN | Oct 2014 - Sep 2016 | 1 |
| Clayton Bank & Trust | Cookeville, TN | Apr 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2011 |
- TN
-
Total Assets Under Management378MILLIONS
-
Total Number of Accounts2,400ACCOUNTS
-
Average Account Value$157,463
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, FL, GA, KY, LA, MI, MO, MS, NC, NH, OH, PA, TN, TX
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