Luke Gregory
Advisor at Lord and Richards
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lord and Richards
Location
Highlands Ranch, CO 80126
Credentials
Series 65
Industry experience
3 years
About
Luke Gregory is a financial advisor at Lord and Richards Wealth Management with three years of industry experience. He holds a Series 65 designation and has worked at Lord and Richards and AE Wealth Management since 2020 and 2022, respectively. Outside of advising, he is a licensed insurance agent. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, employing a variety of analytical methods and both long- and short-term trading strategies. The firm manages approximately $104 million in discretionary assets across a seven-advisor team.
Expertise
Based on Lord and Richards
Active portfolio management
Passive / index investing
Wealth management
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.75% $5,000,000+: 0.50%
Location
8744 Lucent Blvd Suite 100
Highlands Ranch, CO 80126
Most active in
Luke G has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Lord and Richards Wealth Management, LLC
2024 - Present (2 years)
AE Wealth Management, LLC
2022 - Present (4 years)
Lord and Richards
2020 - Present (6 years)
Uber
2020 - 2020 (1 year)
CED (Consolidated Electrical Distributors)
2019 - 2020 (1 year)
Valley Country Club
2018 - 2019 (1 year)
Chick-Fil-A
2013 - 2017 (4 years)
STUDENT
2002 - 2018 (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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