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Luke Stallings

3 Years of Experience
Memphis, TN
Broker

Luke Stallings is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Memphis, TN, with 3 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

6815 Poplar Avenue Suite 100, Memphis, TN, 38138

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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 is a DBA/Support Company Advisor for FirstBank Investment Partners (not investment related) and a Bank Associate for FirstBank. He dedicates full-time hours to his role as a Bank Associate.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2024 - Present · 2 yrs
Raymond James Financial Services, INC.Broker
June 2024 - Present · 2 yrs 3 mos
Previous Registrations
Raymond James & Associates, INC.Broker
March 2022 - March 2024 · 2 yrs
State Registrations4 states
ARIDMNTN
AdvisorBroker

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.