401k Financial Advisor at Narwhal Capital Management


8/25/20221 min read

He talks about:

  • How he went from being a psychology major and a self-described “nonmath person” to becoming a financial advisor

  • What his current role entails and what the onboarding process was like for him

  • His company’s structure, culture, and opportunities for advancement

  • Advice for those interested in this role including what to expect in interviews and how to prepare for them

two men in suit sitting on sofa
two men in suit sitting on sofa

Luke Burton shares his experience as a 401k Advisor and how he got the role.

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