Luke Aull (CRD# 4968359) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Nashville, TN and has over 18 years of experience in the finance industry. Luke Aull 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.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Investment Solutions, LLC | Nashville, TN | Jan 2024 - Current | < 1 |
| Steward Partners Investment Advisory, LLC | Nashville, TN | Jan 2024 - Current | < 1 |
| Seven Arrows LLC | Nashville, TN | Nov 2023 - Current | < 1 |
| Sagespring Wealth Partners | Nashville, TN | Nov 2022 - Jan 2024 | 1 |
| Raymond James Financial Services, Inc. | Nashville, TN | Jun 2005 - Jan 2024 | 18 |
| Southwestern Investment Advisory Services | Nashville, TN | Sep 2020 - Nov 2022 | 2 |
| Southwestern Investment Group | Nashville, TN | Mar 2010 - Nov 2022 | 12 |
| Raymond James Financial Services Advisors, Inc. | Nashville, TN | Jan 2009 - Mar 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2005 |
- AL
- LA
- TN
- TX
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Total Assets Under Management15,388MILLIONS
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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