Luke Avery (CRD# 7568715) is an Investment Advisor Representative working at Decisionmap Wealth Management, LLC in Reston, VA and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Decisionmap Wealth Management, LLC | Reston, VA | Oct 2023 - Current | < 1 |
| Goldman Sachs | Great Falls, VA | May 2022 - Oct 2023 | 1 |
| George Mason University | Fairfax, VA | Jan 2022 - May 2022 | < 1 |
| United Parcel Service | Chantilly, VA | Nov 2021 - Jan 2022 | < 1 |
| Lowe's Companies Inc. | Chantilly, VA | Mar 2021 - Nov 2021 | < 1 |
| George Mason University | Fairfax, VA | Jan 2021 - Mar 2021 | < 1 |
| United Parcel Service | Chantilly, VA | Dec 2020 - Jan 2021 | < 1 |
| Chick-fil-a | Chantilly, VA | Aug 2019 - Dec 2020 | 1 |
| Koons Tysons Toyota | Tysons, VA | Jun 2019 - Aug 2019 | < 1 |
| Chick-fil-a | Chantilly, VA | May 2017 - Jun 2019 | 2 |
| Homeschool | Chantilly, VA | Jan 2012 - May 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- VA
-
Total Assets Under Management177MILLIONS
-
Total Number of Accounts675ACCOUNTS
-
Average Account Value$262,839
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
DC, FL, MD, NC, VA
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