Luke Taylor Gregory
Investment adviser representative at Lord and Richards
24 yearsExperience
1 stateRegistered in
$128.8MFirm assets
2 yearsFirm in business
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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
Experience
24 years in the industry.
- Lord and Richards Wealth Management, LLCJan 2024 to now
- Ae Wealth Management, LLCJul 2022 to now
- Lord and RichardsOct 2020 to now
- UberMay 2020 to Oct 2020
- Ced (consolidated Electrical Distributors)May 2019 to Apr 2020
- Valley Country ClubJul 2018 to Apr 2019
- Chick-fil-aApr 2013 to Aug 2017
- StudentAug 2002 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
Lord and Richards
Legal name: Lord and Richards Wealth Management, LLC
$128.8MAssets managed
1,228Clients
8Advisers
2 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
- 7601539
- Firm CRD
- 328907