Luke
Aull

Steward Partners Investment Advisory, LLC

CRD#4968359
Investment Advisor
in Nashville, TN

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About this Advisor

Luke Aull is a financial advisor based in Nashville, Tennessee, working with Steward Partners Investment Advisory, LLC. Luke has previously held positions at Southwestern Investment Advisory Services, Sagespring Wealth Partners, Seven Arrows LLC, Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, Southwestern Investment Group, Raymond James Financial Services, Inc, and Raymond James Financial Services Advisors, Inc. Luke has passed the Series 66 regulatory exam and is registered to provide services in Alabama, Louisiana, Tennessee, and Texas. Currently, Luke is part of Steward Partners Investment Advisory, LLC, which operates out of Nashville, Tennessee. The firm has 45 offices and 499 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

555 Marriott Drive Suite 150
Nashville, TN 37214

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$15,388,456,057

TN Average: $7,464,549,021
Total Number of Employees

499

TN Average: 88
Total Number of Accounts

30,287

TN Average: 3,892
Average Account Size

$508,088

TN Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Luke Aull Work History

2024 - Present (1 year)

Steward Partners Investment Solutions, LLC

2024 - Present (1 year)

Steward Partners Investment Advisory, LLC

2023 - Present (2 years)

Seven Arrows LLC

2022 - 2024 (2 years)

Sagespring Wealth Partners

2020 - 2022 (2 years)

Southwestern Investment Advisory Services

2010 - 2022 (12 years)

Southwestern Investment Group

2009 - 2017 (8 years)

Raymond James Financial Services Advisors, Inc

2005 - 2024 (19 years)

Raymond James Financial Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Luke Aull 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 Steward Partners Investment Advisory, LLC

Robert Slatkin
New York, NY
Laureen Lynn
New York, NY
Briana Iannaccone
New York, NY
Douglas Whitmore
Mobile, AL
Hayden Gresham
New York, NY
Gregory Banasz
Washington, DC
Michael Hoff
Baltimore, MD
Michelle Lauder
Manchester, NH

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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