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Luke Thomas Brown

Advisor at Fidelity — Lynchburg, VA

Updated today

Credentials

Series 63, Series 66

Experience

9 years

Location

Lynchburg, VA

Fidelity logo

Fidelity

Institution

Total advisors

17,041

Across 1,877 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Luke Brown is a financial advisor with Fidelity in Lynchburg, VA, holding Series 63 and Series 66 licenses and having nine years of industry experience. His prior work includes roles at Mass Mutual Life Insurance, Bank of America, Merrill Lynch, J. Crew, and Liberty University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

See office

Lynchburg, VA

Lynchburg VA

Advisors at this office

1

Most active in

Texas · Virginia

Work history

9 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

Fidelity Investments

2021 - Present • 5 years

Lynchburg, VA

Mass Mutual Life Insurance Co.

2021 - 2021 • 1 year

Glen Allen, VA

MML Investors Services

2021 - 2021 • 1 year

Glen Allen, VA

Bank of America, N.A.

2020 - 2021 • 1 year

Lynchburg, VA

Merrill, Lynch, Pierce, Fenner & Smith Inc.

2020 - 2021 • 1 year

Lynchburg, VA

J. Crew

2018 - 2020 • 2 years

Lynchburg, VA

Elwood Staffing Agency

2018 - 2019 • 1 year

Forest, VA

AttainX

2018 - 2018 • 1 year

Herndon, VA

Primerica Advisors

2016 - 2020 • 4 years

Midlothian, VA

Liberty University

2015 - 2018 • 3 years

Lynchburg, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kenneth B

ChFC®

Lynchburg, VA

Kenneth Dean Bennett

Kenneth Bennett is a ChFC®-designated financial advisor with 12 years of industry experience. He is the sole advisor at Kenneth Dean Bennett, an independent firm based in Lynchburg, VA. In addition to his advisory work, he is a partner in Wellness by Design LLC, a business that sells nutritional products. Kenneth Dean Bennett provides comprehensive financial planning services to individuals and small business entities, focusing on retirement planning, tax management, estate and business succession planning, insurance and risk management, and education funding. The firm offers educational seminars and emphasizes asset-allocation recommendations, risk-tolerance and cash-flow analyses, and periodic plan reviews, while clients maintain control over trade implementation.

General retirement planning General estate planning guidance General tax planning
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Kurt C

CFP®, Series 63, Series 65

Lynchburg, VA

Harvest - Faith-Based Investing

Kurt Cornfield is a CFP® professional with 39 years of industry experience, currently serving as the sole advisor at Harvest - Faith-Based Investing. He has previously worked at Merrill and Bank of America, N.A., and has taught at Liberty University’s School of Business since 2010. In addition to his advisory work, he is involved with Harvest App LLC. Harvest offers automated, discretionary investment management through a digital platform designed for Christian investors seeking values-aligned portfolios. The firm utilizes third-party registered investment managers and algorithm-driven portfolio matching to provide ETF-based models that emphasize biblical principles, impact investing, and risk management across asset classes.

ESG / Sustainable investing Passive / index investing Active portfolio management Religious/faith focused

John H

CFP®

Lynchburg, VA

Lynchburg Wealth Management

Proper financial planning begins with understanding you, your family, and your life. We take the time to learn what’s important to you and then build a plan designed to help you reach your goals with confidence.

General retirement planning Doctor or Medical Professional Young Professionals
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Allan M

Series 66

Lynchburg, VA

Servus Capital Management

Allan Malina is a financial advisor at Servus Capital Management with 23 years of industry experience. He has held prior roles at Merrill and Morgan Stanley. Malina holds a Series 66 designation and has been with Servus Capital Management since 2009. Servus Capital Management provides financial planning and portfolio management services to individuals, high-net-worth investors, corporations, retirement plans, and charitable organizations. The firm uses a rules-based investment approach supported by a proprietary Quantitative Portfolio Management system and serves a notably large and diverse client base for its category.

Passive / index investing
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John M

Series 65

Forest, VA

City Capital Management L.L.C.

John Martin is a financial advisor with City Capital Management L.L.C., holding a Series 65 designation and 21 years of industry experience. He has been with City Capital Management since 2000, serving as the firm's sole advisor. City Capital Management provides investment supervisory and portfolio management services primarily to individuals and corporate entities. The firm employs a combination of fundamental equity research and technical price charting and invests across various securities, maintaining client accounts through Charles Schwab.

Passive / index investing Options & derivatives strategies Active portfolio management
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Laura O

Series 65

Forest, VA

Investment Leadership, LLC

Laura O'neil is a financial advisor at Investment Leadership, LLC with 5 years of industry experience. She holds a Series 65 designation and has worked at Investment Leadership since 2013. Outside of advising, she is an administrative and office manager for Shamrock Construction Enterprises, Inc., a residential construction company. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm serves both high-net-worth and non-HNW clients, using a mix of fundamental and technical analysis with a macroeconomic overlay to construct individualized asset allocation guidelines and investment policy statements.

Multi-generational wealth transfer
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