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Alyssa Baird Lum

Luminate Financial Planning

Sterling, VA

CRD 6199822

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Employer firm

Luminate Financial Planning CRD 289287

$35.0M regulatory AUM 58 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Luminate Financial Planning

Sterling, VA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-01-28
  • VA RA
    APPROVED
    Since 2022-01-28

Branch Locations

Sterling, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Reston VA 12/2014 07/2017
Luminate Financial Planning Herndon VA 07/2017 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-12
  • S66 Uniform Combined State Law Examination
    2014-03-12
Designations
  • Certified Financial Planner
Other Names
  • Alyssa Baird Lum
  • Alyssa Davis Baird

View on SEC IAPD

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