Luke Dalton (CRD# 6493480) is an Investment Advisor Representative working at Gwn Securities Inc. in Owasso, OK and has over 5 years of experience in the finance industry. Luke Dalton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Gwn Securities, Inc. | Palm Beach Gardens, FL | Sep 2018 - Current | 5 |
Unemployed | Claremore, OK | Aug 2018 - Sep 2018 | < 1 |
Cerner | Kansas City, MO | Aug 2017 - Aug 2018 | 1 |
Justus-tiawah Schools | Claremore, OK | May 2017 - Aug 2017 | < 1 |
Papa John's | Searcy, AR | Jan 2017 - May 2017 | < 1 |
Unemployed | Searcy, AR | Aug 2016 - Jan 2017 | < 1 |
St. Jude Children's Hospital | Memphis, TN | May 2016 - Aug 2016 | < 1 |
Papa John's | Searcy, AR | Jan 2016 - May 2016 | < 1 |
Unemployed | Searcy, AR | Aug 2015 - Jan 2016 | < 1 |
Focus Financial | Catoosa, OK | May 2015 - Aug 2015 | < 1 |
Harding University | Searcy, AR | Jan 2014 - May 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- OK
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Total Assets Under Management3,080MILLIONS
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Total Number of Accounts62,656ACCOUNTS
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Average Account Value$49,151
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
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