Luke Halliday Location
Dallas, TX, US
Luke Halliday Work
- 2025 - now Financial Advisor @ Morgan Stanley
- 2013 - now CFP® @ Morgan Stanley
- 2011 - 2013 Financial Advisor @ Baird
- 2009 - 2011 Financial Advisor @ Morgan Stanley
- 2007 - 2009 Client Service Associate @ Morgan Stanley
- 2006 - 2007 Client Service Associate @ TD Ameritrade
Luke Halliday Education
- Boston University
(Certified Financial Planner Coursework)
2011 - 2012 - University of North Texas
Bachelor of Arts (B.A.) (Communications and Psychology)
2003 - 2005
Luke Halliday Skills
- Series 7
- Wealth Management
- Mutual Funds
- Retirement Planning
- Investment Advisory
- Investments
- Series 63
- Asset Allocation
- Equities
- Securities
Luke Halliday Summary
Luke Halliday, based in Dallas, TX, US, is currently a CFP® at Morgan Stanley. Luke Halliday brings experience from previous roles at Morgan Stanley, Robert W. Baird & Co. and Morgan Stanley Wealth Management. Luke Halliday holds a 2011 - 2012 Boston University. With a robust skill set that includes Series 7, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory and more. Luke Halliday has 2 emails and 1 mobile phone numbers on RocketReach.
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