LA
CFP
LA
CFP

Luke Aull

20 Years of Experience
Nashville, TN
Broker

Luke Aull is a CFP-designated registered investment advisor, based in Nashville, TN, with 20 years of industry experience.

Location

555 Marriott Drive, Suite 150, Nashville, TN, 37214

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Luke owns rental real estate and spends minimal time on it. He also owns Aull Wealth Team and Seven Arrows LLC, the latter being an LLC for his financial planning practice and taking about half of Luke's time.

Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
January 2024 - Present · 2 yrs 4 mos
Steward Partners Investment Solutions, LLCBroker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Sagespring Wealth Partners
October 2016 - February 2024 · 7 yrs 4 mos
Raymond James Financial Services Advisors, INC
January 2009 - December 2016 · 7 yrs 11 mos
Raymond James Financial Services
January 2007 - January 2009 · 2 yrs
Raymond James Financial Services, INC.Broker
August 2005 - February 2024 · 18 yrs 6 mos
State Registrations37 states
AKALAZCACOCTFLGAILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNYOHOKORPASCSDTNTXUTVAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Luke Aull - Financial Advisor | TrueAdvisor