Luke Timothy Parton
Investment adviser representative at Adaptive Financial Consulting, LLC
10 yearsExperience
2 statesRegistered in
ChFC®Designation
$547.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Adaptive Financial Consulting, LLCMar 2016 to now
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Adaptive Financial Consulting, LLC
$547.1MAssets managed
261Clients
6Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5388427
- Firm CRD
- 288185