Luke J. Mccord
GREENWAY FINANCIAL PLANNING
Cumming, GA
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CRD#: 7030031
Professional summary
Luke James Mccord, CFP®, who also goes by Luke Mccord, is a registered financial advisor currently at GREENWAY FINANCIAL PLANNING, LLC located in Cumming, Georgia and ORIGIN INVESTMENT ADVISORY LLC located in Cumming, Georgia.
Luke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Luke has worked at 2 firms and has passed the Series 65 exam.
Biography
I was born, raised in, and currently reside in metro Atlanta, Georgia....a true 'local'. Since graduation, I've worked both with the Georgia Bureau of Investigation, and for a national casualty insurance provider. I'm an active leader in the Boy Scouts of America (I'm also an Eagle Scout, myself).
My interests include spending time with my children, wife, and church. Love being outdoors, have visited several of our nations's national parks (Glacier National Park is one of my favorite spots). If you have any interest in discussing soccer/football, reach out to me, as I'm a huge Manchester United and Atlanta United fan, and I'm always looking to share thoughts about the game with other fans.
Question & Answer
What are your service offerings?
Retirement Income Management
Insurance Planning
Investment Planning
Debt Management
Comprehensive Financial Planni...
Budgeting
Education Planning
Employee and Employer Plan Ben...
Retirement Planning
Do you have an area of expertise or specialization?
AUM
Cash Flow/Budgets/Credit Issue...
Charitable Giving
College/Education Planning
Fixed Fee (Subscription, Retai...
Generation X
Are you a "fiduciary"?
Yes
Aliases
Luke Mccord
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Greenway Financial Planning, LLC; Investment-Related; Cumming, GA; Investment Adviser; Investment Adviser Representative; August 2018; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.
CRS (Client Relationship Summary) - RIA
Click below to view Luke James Mccord's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
January 11, 2019 - Present
GREENWAY FINANCIAL PLANNING, LLC
RIA
CRD#: 299070
Cumming, GA
Current
October 18, 2021 - Present
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
CUMMING, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OI
ORIGIN INVESTMENT ADVISORY LLC
BLEND FINANCIAL INC. | ORIGIN INVESTMENT ADVISORY LLC | ORIGIN INSURANCE SERVICES | ORIGIN FINANCIAL | ORIGIN
CRD#: 305353 / SEC#: 801-120236
RIA
Registered Investment Advisory firm - (1/25/2021 Approved)Arizona
Registered Investment Advisory firm - (2/10/2021 Terminated)California
Registered Investment Advisory firm - (3/12/2021 Terminated)Colorado
Registered Investment Advisory firm - (2/26/2021 Terminated)Florida
Registered Investment Advisory firm - (2/10/2021 Terminated)Louisiana
Registered Investment Advisory firm - (2/11/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (2/10/2021 Terminated)Michigan
Registered Investment Advisory firm - (2/11/2021 Terminated)Mississippi
Registered Investment Advisory firm - (2/10/2021 Terminated)New Jersey
Registered Investment Advisory firm - (5/28/2021 Terminated)New York
Registered Investment Advisory firm - (2/10/2021 Terminated)Ohio
Registered Investment Advisory firm - (2/11/2021 Terminated)Oregon
Registered Investment Advisory firm - (3/5/2021 Terminated)Tennessee
Registered Investment Advisory firm - (3/12/2021 Terminated)Texas
Registered Investment Advisory firm - (2/10/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(1/11/2019)
Current Firm
OI
ORIGIN INVESTMENT ADVISORY LLC
BLEND FINANCIAL INC. | ORIGIN INVESTMENT ADVISORY LLC | ORIGIN INSURANCE SERVICES | ORIGIN FINANCIAL | ORIGIN
CRD#: 305353 / SEC#: 801-120236
RIA
Registered Investment Advisory firm - (1/25/2021 Approved)Arizona
Registered Investment Advisory firm - (2/10/2021 Terminated)California
Registered Investment Advisory firm - (3/12/2021 Terminated)Colorado
Registered Investment Advisory firm - (2/26/2021 Terminated)Florida
Registered Investment Advisory firm - (2/10/2021 Terminated)Louisiana
Registered Investment Advisory firm - (2/11/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (2/10/2021 Terminated)Michigan
Registered Investment Advisory firm - (2/11/2021 Terminated)Mississippi
Registered Investment Advisory firm - (2/10/2021 Terminated)New Jersey
Registered Investment Advisory firm - (5/28/2021 Terminated)New York
Registered Investment Advisory firm - (2/10/2021 Terminated)Ohio
Registered Investment Advisory firm - (2/11/2021 Terminated)Oregon
Registered Investment Advisory firm - (3/5/2021 Terminated)Tennessee
Registered Investment Advisory firm - (3/12/2021 Terminated)Texas
Registered Investment Advisory firm - (2/10/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
68 Harrison Avenue Ste 605 Pmb 50966, Boston, MA 02115-1929
Mailing Address
Phone number
(617) 227-3825
Established
Firm type
Fiscal year end
# of Employees
162
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,776 |
| AUM (Assets Under Management) | $ 2,147,404 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
