Verified recordFinancial Services

David C. Luke

Senior Vice President Wealth Management, Financial Advisor at Janney Montgomery Scott Llc

Based in Greenville, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Greenville

Industry

Financial Services

Company size

2.6K

Contact information

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Email

1 credit

d•••••••@janney.com

Phone

5 credits

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Background

About David C. Luke

A 29 year veteran of the financial services industry, David focuses on providing investment management expertise along with financial and estate planning for individuals and families. He delivers personalized education allowing clients to understand and implement investment strategies that are consistent with their life goals. With his accounting and financial planning background, David has constantly kept risk management as the major principle of the advice and services he delivers to his clients. For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

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