Luke Mckelvy
Luke Mckelvy is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Asheville, NC, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1100 Ridgefield Blvd, Ste 100, Asheville, NC, 28806
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2022Other Business ActivitiesSells Insurance
Luke is involved in fixed insurance sales, which is investment-related and conducted at the branch location. He is also the owner of McKelvy Wealth Management, LLC, which is not investment-related and conducted at the branch.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Edward Jones
Edward JonesBroker
State Registrations20 states
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.