Luke McCarty (CRD# 5539780) is an Investment Advisor Representative working at Prostatis Financial Advisors Group in Melbourne, FL and has over 9 years of experience in the finance industry. Luke McCarty 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# 5384856
Truist Advisory Services, Inc.
CRD# 2643102
Kestra Advisory Services, LLC
CRD# 3153161
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prostatis Group LLC | Melbourne, FL | Oct 2019 - Current | 4 |
| World Equity Group | Arlington Heights, IL | Sep 2019 - Current | 4 |
| Umb Bank | Kansas City, MO | Feb 2018 - Aug 2019 | 1 |
| Raymond James Financial Services, Inc. | Overland Park, KS | Aug 2014 - Feb 2018 | 3 |
| Raymond James Financial Services Advisors Inc. | Overland Park, KS | Aug 2014 - Feb 2018 | 3 |
| Financial Solutions, LLC | Overland Park, KS | Apr 2014 - Feb 2018 | 3 |
| Henry's Lawn And Landscape | Kansas City, KS | Apr 2015 - Apr 2015 | < 1 |
| Raymond James Financial Services, Inc. | Overland Park, KS | Jun 2014 - Aug 2014 | < 1 |
| Raymond James Financial Services, Inc. | Overland Park, KS | Mar 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- FL
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Total Assets Under Management405MILLIONS
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Total Number of Accounts3,887ACCOUNTS
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Average Account Value$104,195
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, DE, FL, LA, MD, MI, NC, NY, PA, SC, TX, VA
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