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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Day Lutz is a financial advisor with Corient, registered in Texas. Charles has been in the industry since June 2005. Corient is an investment advisory firm based in Miami, FL. They have over 459 investment adviser representatives and approximately 118 billion dollars in assets under management. They provide a variety of services, including portfolio management, financial planning, and pension consulting. Charles holds the Series 7, 99, 24, 63, and 65 licenses. Charles is also a member of the Board of Directors for Mission Pharmacal Company.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
08/01/2023 - Present
Corient (MIAMI FL)
TX
06/21/2005 - 06/29/2021
INTERCONTINENTAL ASSET MANAGEMENT GROUP, LTD. (SAN ANTONIO TX)
IA
Issued 03/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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