Luke Taylor is a CFP-designated registered investment advisor, based in Smithfield, NC, with 5 years of industry experience.
Location
502 N Bright Leaf Blvd, Smithfield, NC, 27577
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Luke is a Financial Services Officer at State Employees' Credit Union, dedicating nearly all of his time to this role. He is also an agent for SECU Life Insurance Company and a Trust Rep for Members Trust Company, spending minimal time on the latter.
Employment History
Current Registrations
Secu Brokerage ServicesBroker
Credit Union Investment Services
Previous Registrations
Credit Union Investment Services
Secu Brokerage ServicesBroker
State Registrations1 state
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.