Luke
Lannister
Grove Point Advisors, LLC
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About this Advisor
Luke Lannister is a financial advisor based in Rockville, Maryland, who has 2 years of industry experience. Lannister works at Grove Point Advisors, LLC. Over the course of their career, they have held roles at The Meltzer Group, Anne Arundel County, Nfp Securities, Inc, Capital One Investing, LLC, Cuso Financial Services, Lp, Nasa Federal Credit Union, Grove Point Investments, LLC and Grove Point Advisors, LLC. Lannister has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Maryland. Grove Point Advisors, LLC is a company that has its headquarters in Rockville, MD. The company has offices in 208 locations and a total of 333 financial advisors. It controls $2 billion in total assets across its 8,355 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 19 charities and foundations. Of its 8,355 accounts, 18% are associated with high-net-worth investors who have at least $1 million in investable assets. The company provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services largely vary depending on which service is provided. Fees billed by Grove Point Advisors, LLC may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Grove Point Advisors, LLC Brokerage Details
$1,926,783,604
333
8,355
$230,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Luke Lannister Work History
Luke has been registered as a financial advisor for 2 years.*
Grove Point Investments, LLC
Grove Point Advisors, LLC
Nasa Federal Credit Union
Cuso Financial Services, Lp
Capital One Investing, LLC
Nfp Securities, Inc
The Meltzer Group
Anne Arundel County
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Luke Lannister to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Grove Point Advisors, LLC
Rockville, MD
Paso Robles, CA
Paso Robles, CA
Rockville, MD
Bethlehem, PA
Victor, NY
Rockville, MD
Rockville, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
