Luke Smith
Advice Academy Professional at Charles Schwab
- Role
- Advice Academy Professional at Charles Schwab
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Luke Smith
Wealth management professional with experience in market research, relationship…
Experience
Advice Academy Professional
Feb 2025 — Present · Phoenix, AZ, US
Gained industry licenses including the Series 7 & Series 66- Rotated through different areas of Schwab and gained experience working with Schwab Wealth Advisory (SWA)- Created positive SWA client experiences through inbound and outbound calls
Education
Northwest High School
High School Diploma
2018 — 2022
University of Mary Hardin-Baylor
Bachelor of Business Administration - BBA
2022 — 2024
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