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LR

Lucas E. Roberson

BALENTINE
RALEIGH, NC 27603
Some features on this profile are disabled
CRD#: 7541711
LR

Professional summary

Lucas E. Roberson, who also goes by Luke Evan Roberson, Luke Roberson, is a registered financial advisor currently at BALENTINE located in Raleigh, North Carolina.

Lucas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Lucas has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Luke Evan Roberson | Luke Roberson

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lucas E. Roberson's CRS (Customer Relationship Summary).
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®
None

Experience

Current

March 15, 2026 - Present

BALENTINE

Office #1: 301 Hillsborough Street, Raleigh, NC 27603
RIA
CRD#: 152511
RALEIGH, NC
Past

January 14, 2025 - October 24, 2025

CAPTRUST

RIA
CRD#: 175112
Raleigh, NC
Past

October 10, 2022 - November 19, 2024

FISHER INVESTMENTS

RIA
CRD#: 107342
Plano, TX
Past

May 3, 2022 - September 30, 2022

WHITENER CAPITAL MANAGEMENT, INC

RIA
CRD#: 106865
ROCKY MOUNT, NC

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".
BA
BALENTINE
BALENTINE | BALENTINE LLC

CRD#: 152511 / SEC#: 801-70910

RIA
Registered Investment Advisory firm - (12/14/2009 Approved)

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
North Carolina
(3/15/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/18/2022
Uniform Investment Adviser Law Examination

Current Firm

BA
BALENTINE
BALENTINE | BALENTINE LLC

CRD#: 152511 / SEC#: 801-70910

RIA
Registered Investment Advisory firm - (12/14/2009 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326
Mailing Address
Phone number
(404) 537-4800
Established
Firm type
Fiscal year end
# of Employees
64

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BALENTINE FORM ADV 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts3,796
AUM (Assets Under Management)$ 5,295,516,500

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BALENTINE

CRD#: 152511Raleigh, NC 27603

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