Luke
Mccarty

Umb Financial Services, Inc

CRD#5539780
Investment Advisor
in Kansas City, MO
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About this Advisor

Luke Mccarty is a certified financial planner whose office is in Kansas City, Missouri. Currently a registered investment advisor with Umb Financial Services, Inc, they have accumulated 10 years of work experience as a financial advisor. Mccarty holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Mccarty is registered to serve customers based out of Missouri. Over the course of their career, Mccarty has held roles at Henry'S Lawn And Landscape, Raymond James Financial Services, Inc, Epay, Montgomery Coscia Greilich, Student, Raymond James Financial Services Advisors Inc and Umb Bank. Umb Financial Services, Inc is headquartered in Kansas City, Missouri, and has 27 other offices in the United States. In aggregate, Umb Financial Services, Inc manages $24 million in assets throughout 71 client accounts and employs more than 70 people. The firm's total assets under management places it among the smaller firms in the nation. None of the advisory firm's 71 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Umb Financial Services, Inc provides financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

4900 Main Street Suite 100
Kansas City, MO 64112

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Umb Financial Services, Inc Brokerage Details

Total Assets Under Management

$29,217,423

MO Average: $11,469,110,461
Total Number of Employees

70

MO Average: 458
Total Number of Accounts

96

MO Average: 33,415
Average Account Size

$304,348

MO Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Luke Mccarty Work History

Luke has 10 years of experience.

2018 - Present (1 years)

Umb Bank

2015 - 2015 (0 years)

Henry'S Lawn And Landscape

2014 - 2014 (0 years)

Raymond James Financial Services, Inc

2014 - 2014 (0 years)

Raymond James Financial Services, Inc

2014 - 2018 (4 years)

Raymond James Financial Services, Inc

2014 - 2018 (4 years)

Raymond James Financial Services Advisors Inc

2014 - 2018 (4 years)

Financial Solutions, LLC

2013 - 2014 (1 years)

Epay

2009 - 2009 (0 years)

Henry'S Lawn And Landscape

2009 - 2013 (4 years)

Montgomery Coscia Greilich

2008 - 2009 (1 years)

Student

Disclosures

Luke Mccarty has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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