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Austin James Luckie

Investment Adviser Representative at Vilga Financial Planning LLC

Charlotte, NCCRD #6996781Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Austin James Luckie is an investment adviser representative with Vilga Financial Planning LLC in Charlotte, NC, where they have been registered since 2026. They have worked in the securities industry since 2019 and were previously registered with Vanguard Advisers, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
North Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/9/2021
Series 63
Uniform Securities Agent State Law Examination
Passed 8/9/2019
Series 7
General Securities Representative Examination
Passed 7/29/2019
SIE
Securities Industry Essentials Examination
Passed 6/26/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Vilga Financial Planning LLCCurrent
2/2/2026 – Charlotte, NC
Vanguard Advisers, Inc.
7/19/2021 – 2/17/2026Charlotte, NC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. University of Georgia Athletic Association
    Jan 2017 – Aug 2017Athens, GA
  2. Florida Financial Advisors
    May 2018 – Feb 2019Tampa, FL
  3. IFS Securities Inc.
    Jul 2018 – Feb 2019Atlanta, GA
  4. Unemployed
    Mar 2019 – May 2019Newnan, GA
  5. University of Georgia
    Aug 2014 – May 2018Athens, GA
  6. Vilga Financial Planning
    Feb 2026 – no end date reportedCharlotte, NC
  7. Vanguard
    Jun 2019 – Nov 2019Charlotte, NC
  8. Vanguard
    Dec 2019 – Aug 2020Charlotte, NC
  9. Vanguard
    Aug 2020 – Jun 2021Charlotte, NC
  10. Vanguard
    Jun 2021 – Oct 2023Charlotte, NC
  11. Vanguard
    Nov 2023 – Apr 2025Charlotte, NC
  12. Vanguard
    May 2024 – Jan 2025Charlotte, NC
  13. The Vanguard Group
    May 2025 – Feb 2026Charlotte, NC

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Vilga Financial Planning LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Austin James Luckie has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Austin James Luckie (Vilga Financial Planning)