LB
LB

Luke Boudreault

9 Years of Experience
Greensboro, NC
Broker

Luke Boudreault is a registered investment advisor, based in Greensboro, NC, with 9 years of industry experience.

Location

400 Bellemeade Street Ste 601, Greensboro, NC, 27401

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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 works as a wealth advisor for First National Trust and is the owner and president of Da Capo Brass, Inc. He also plays principal trumpet in the Western Piedmont Symphony, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Cetera Investment Services LLCBroker
January 2025 - Present · 1 yr 4 mos
Cetera Investment Advisers LLC
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Truist Advisory Services, INC.
November 2019 - June 2024 · 4 yrs 7 mos
Truist Investment Services, INC.Broker
April 2018 - June 2024 · 6 yrs 2 mos
First Citizens Investor Services, INC.Broker
October 2015 - February 2018 · 2 yrs 4 mos
State Registrations1 state
NC
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 Boudreault - Financial Advisor | TrueAdvisor