Luke
Gregory
Lord And Richards
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About this Advisor
Luke Gregory is a financial advisor based in Littleton, Colorado, working with Lord And Richards. Luke has previously held positions at Ae Wealth Management, LLC, Student, Ced (Consolidated Electrical Distributors), Uber, Lord And Richards Wealth Management, LLC, Lord And Richards, Valley Country Club, and Chick-Fil-A. Luke has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Luke is part of Lord And Richards, which operates out of Littleton, Colorado. The firm has 14 employees and manages assets totaling $75.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Lord And Richards includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lord And Richards Brokerage Details
$75,419,284
14
921
$81,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Luke Gregory Work History
Lord And Richards Wealth Management, LLC
Ae Wealth Management, LLC
Lord And Richards
Uber
Ced (Consolidated Electrical Distributors)
Valley Country Club
Chick-Fil-A
Student
Disclosures
Please visit the SEC profile of Luke Gregory 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 Lord And Richards
Littleton, CO
Littleton, CO
Littleton, CO
Littleton, CO
Littleton, CO
Littleton, CO
Littleton, CO
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