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Advisors / North Carolina / Charlotte
2yrs

Luke Eubank

Financial advisor at Wells Fargo Advisors

Luke Eubank is a financial advisor in Charlotte, North Carolina, with 2 years in the industry. Luke joined Wells Fargo Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.

One of 4491 advisors with offices in Charlotte.

Charlotte, NC 28262

At a glance

Experience2 years (since 2025)
How that compares ?2 years in the industry
Office1525 West WT Harris Blvd Building 3 - 3rd Floor, Charlotte, NC 28262
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state

Services through Wells Fargo Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. Oct 2025 – now

Questions to ask Luke

Tailored to Luke’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Luke

How do I contact Luke?

Call Wells Fargo Advisors at 314-875-3000 and ask for Luke Eubank. Luke works from the Charlotte, NC office.

How long has Luke been a financial advisor?

Luke has been in the industry since 2025, about 2 years. 2 years in the industry.

What licenses does Luke hold?

Series 63. Tap any license on this page to see what it allows.

Is Luke a fiduciary?

Luke is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Luke paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Luke for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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