Luke Ferrell (CRD# 7374040) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Clearwater, FL and has over 2 years of experience in the finance industry.
CRD# 5161601
Amuni Financial, Inc.
CRD# 5840376
Capital Investment Advisors, LLC
CRD# 4031308
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Investment Advisory, LLC | Jasper, AL | Apr 2024 - Current | < 1 |
| Steward Partners Investment Solutions, LLC | Jasper, AL | Jan 2023 - Current | 1 |
| H.l. Wiginton Capital Management, LLC | Jasper, AL | Jan 2023 - Current | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Dec 2022 - Jan 2023 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Dec 2022 - Jan 2023 | < 1 |
| Cantella & Company, Inc. | Malden, MA | May 2021 - Dec 2022 | 1 |
| University Of Alabama | Tuscaloosa, AL | Sep 2017 - Apr 2021 | 3 |
| No. Musgrove Country Club | Jasper, AL | May 2020 - Jul 2020 | < 1 |
| No. Musgrove Country Club | Jasper, AL | May 2019 - Jul 2019 | < 1 |
| No. Ol'colony Golf Complex | Tuscaloosa, AL | Feb 2018 - Apr 2019 | 1 |
| Waterworks | Jasper, AL | Jun 2017 - Aug 2017 | < 1 |
| Maddox Intermediate School And Jasper High School. | Jasper, AL | May 2011 - May 2017 | 6 |
| Musgrove Country Club | Jasper, AL | Aug 2016 - Dec 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
- AL
- TX
-
Total Assets Under Management991MILLIONS
-
Total Number of Accounts2,712ACCOUNTS
-
Average Account Value$365,369
- A percentage of assets under your management
- 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)
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