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Gregory P Luna

FINANCIAL MANAGEMENT ADVISORS, INC.·TULLAHOMA, Tennessee
Clean recordFINANCIAL MANAGEMENT ADVISORS, INC.
115 N. JACKSON STREET, TULLAHOMA, TN 37388CRD# 4812587Firm CRD# 117442

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory P Luna · TULLAHOMA, TN
Registration
CRD #4812587 · FINANCIAL MANAGEMENT ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gregory P Luna is a registered financial advisor based in TULLAHOMA, Tennessee, affiliated with FINANCIAL MANAGEMENT ADVISORS, INC.. 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
Introduction

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03

Firm Overview

Firm
FINANCIAL MANAGEMENT ADVISORS, INC.
FINANCIAL MANAGEMENT ADVISORS, INC.
AUM
$113M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FINANCIAL MANAGEMENT ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4812587
Firm CRD# 117442
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory P Luna offer?
Gregory P Luna specializes in Financial Planning, Investment Management. Contact their office in TULLAHOMA, Tennessee for a consultation.
What are Gregory P Luna's credentials?
Gregory P Luna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory P Luna located?
Gregory P Luna is based in TULLAHOMA, Tennessee, working with FINANCIAL MANAGEMENT ADVISORS, INC.. Their office serves clients in the TULLAHOMA metropolitan area and surrounding communities.
How does Gregory P Luna charge for services?
Gregory P Luna's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL MANAGEMENT ADVISORS, INC.?
FINANCIAL MANAGEMENT ADVISORS, INC. has approximately 2 employees and manages $113M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINANCIAL MANAGEMENT ADVISORS, INC.

Diana Bratcher Murray
TULLAHOMA, TN
James Dietzen Bratcher
TULLAHOMA, TN
Linda Limbaugh Bean
TULLAHOMA, TN
Gary K Hunt
TULLAHOMA, TN
James Dietzen Bratcher
TULLAHOMA, TN
James E Artman
TULLAHOMA, TN

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