Luke Edward Payne

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 11/2015 → Present
  Carolina Sports
  Charlotte, NC
• 10/2016 → Present
  Metrolina Basketball Officials Association
  Rockwell, NC
• 02/2021 → Present
  Southeastern Conference
  Birmingham, AL
• 01/2023 → Present
  Wells Fargo Clearing Services, Llc
  Greenville, SC

Previous Registrations

• 2019-10-01 → 2023-02-13
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

SEC CONFERENCE OFFICIATING CONSORTIUM; NOT INV. RELATED; BIRMINGHAM,AL; BASKETBALL OFFICIAL; START DATE 11/09/2019; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; OFFICIATING BASKETBALL GAMES.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-10-08

Designations

• Certified Financial Planner