Luke
Scanlan
Wilbanks, Smith & Thomas Asset Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Luke Scanlan is a chartered financial analyst who works out of Norfolk, Virginia with 1 year of relevant experience. Scanlan is currently employed by Wilbanks, Smith & Thomas Asset Management, LLC. Throughout their career, Scanlan has worked at Fidelity Brokerage Services LLC, Clark University, Camp Nashoba, Fidelity Investments and Wilbanks, Smith & Thomas Asset Management. Scanlan has a Series 63 license, designating them as a securities agent, and is able to serve investors in Virginia. Wilbanks, Smith & Thomas Asset Management, LLC is a financial advisory company based out of Norfolk, VA. It has offices in three locations and a total of 45 people on staff. It handles $5 billion in assets under management across its 5,210 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 51 charities and foundations. Of its 5,210 client accounts, 32% are held by high-net-worth clients who have more than $1 million in assets available to invest. Wilbanks, Smith & Thomas Asset Management, LLC offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Financial advisory fees largely are based on which services the firm provides the client. However, fee types billed by Wilbanks, Smith & Thomas Asset Management, LLC likely consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Wilbanks, Smith & Thomas Asset Management, LLC Brokerage Details
$4,754,536,565
45
5,210
$912,579
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Luke Scanlan Work History
Luke has been registered as a financial advisor for 1 years.*
Wilbanks, Smith & Thomas Asset Management
Fidelity Investments
Fidelity Brokerage Services LLC
Camp Nashoba
Clark University
Clark University
*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 Scanlan 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 Wilbanks, Smith & Thomas Asset Management, LLC
Richmond, VA
Norfolk, VA
Norfolk, VA
Norfolk, VA
Raleigh, NC
Norfolk, VA
Norfolk, VA
Norfolk, VA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
