Luke Aull (CRD# 4968359) is an Investment Advisor Representative working at Sagespring Wealth Partners 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# 4183126
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sagespring Wealth Partners | Nashville, TN | Nov 2022 - Current | < 1 |
| Aull Wealth Team | Nashville, TN | Sep 2019 - Current | 4 |
| Dixon Wells | Nashville, TN | Aug 2019 - Current | 4 |
| Aull Wealth Group | Nashville, TN | Jun 2012 - Current | 11 |
| Raymond James Financial Services, Inc. | Nashville, TN | Jun 2005 - Current | 18 |
| Southwestern Investment Advisory Services | Nashville, TN | Sep 2020 - Nov 2022 | 2 |
| Southwestern Investment Advisory Services | Nashville, TN | Mar 2017 - Nov 2022 | 5 |
| Southwestern Investment Services | Nashville, TN | Mar 2010 - Nov 2022 | 12 |
| Southwestern Investment Group | Nashville, TN | Mar 2010 - Nov 2022 | 12 |
| 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 Management4,277MILLIONS
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Total Number of Accounts27,053ACCOUNTS
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Average Account Value$158,114
- 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
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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