Luke Trahan is a registered investment advisor at LPL Financial LLC, based in Murphy, TX, with 7 years of industry experience. Luke is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
318 W Fm 544, Ste C2, Murphy, TX, 75094
Get directionsHistory
Regulatory History (2)
Financial
June 2025Financial
August 2024Other Business Activities
Luke operates under two DBAs for his LPL business: Dault Financial and Dault Trahan Wealth Management. He dedicates full-time hours to these investment-related activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations13 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.
Exams
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