Luke BurtonCRD Number: 7066846
Current Firm: Narwhal Capital Management
Luke Burton (CRD# 7066846) is an Investment Advisor Representative working at Narwhal Capital Management in Marietta, GA and has over 3 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Narwhal Capital Management||Marietta, GA||Dec 2018 - Current||3|
|Lost Valley Ranch||Sedalia, CO||Apr 2018 - Nov 2018||< 1|
|Lumina Wealth Management||Wilmington, NC||Sep 2017 - Apr 2018||< 1|
|Lost Valley Ranch||Sedalia, CO||Jul 2016 - Jul 2017||1|
|Davidson College Swimming||Davidson, NC||Jun 2016 - Jul 2016||< 1|
|Davidson College||Davidson, NC||Aug 2012 - May 2016||3|
|Davidson College Swimming||Davidson, NC||Jun 2015 - Jul 2015||< 1|
|Unemployed||Davidson, NC||Jul 2013 - Jun 2015||1|
|Mcdonalds||Myrtle Beach, SC||Jun 2013 - Jul 2013||< 1|
|Unemployed||Davidson, NC||Jul 2012 - Jun 2013||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2019|
Total Assets Under Management1,368MILLIONS
Total Number of Accounts513ACCOUNTS
Average Account Value$2,666,635
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, GA, NC, TN, TX
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