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Kelly L Luke

MARKET STREET WEALTH MANAGEMENT, LLC·WEST CHESTER, Pennsylvania
Unclaimed Profile
999 WEST CHESTER PIKE, WEST CHESTER, PA 19382CRD# 4714060Firm CRD# 155157
01

About

Kelly L Luke is a registered financial advisor based in WEST CHESTER, Pennsylvania, affiliated with MARKET STREET WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MARKET STREET WEALTH MANAGEMENT, LLC
MARKET STREET WEALTH MANAGEMENT
AUM
$589M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at MARKET STREET WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PAYMENT FOR CLIENT REFERRALS
Regulatory
SEC/IARD CRD# 4714060
Firm CRD# 155157
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelly L Luke offer?
Kelly L Luke specializes in Financial Planning, Investment Management. Contact their office in WEST CHESTER, Pennsylvania for a consultation.
What are Kelly L Luke's credentials?
Kelly L Luke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly L Luke located?
Kelly L Luke is based in WEST CHESTER, Pennsylvania, working with MARKET STREET WEALTH MANAGEMENT, LLC. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.
How does Kelly L Luke charge for services?
Kelly L Luke's firm is compensated through percentage of aum, hourly charges, subscription fees, other: payment for client referrals. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARKET STREET WEALTH MANAGEMENT, LLC?
MARKET STREET WEALTH MANAGEMENT, LLC has approximately 16 employees and manages $589M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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