Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lutsch is a financial advisor with over 30 years of experience in the financial services industry. David is a Certified Financial Planner™ professional and is registered to provide investment advice in 11 states. Currently, David is affiliated with Cambridge Investment Research Advisors, Inc., a firm with over 70,000 clients and $87 billion in assets under management. Prior to joining Cambridge, David worked at FSC Securities Corporation for ten years. David has a broad range of experience in financial planning, portfolio management, and insurance services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
10/16/2019 - Present
Cambridge Investment Research Advisors, Inc. (Oak Brook IL)
IL
08/25/2009 - 10/11/2019
FSC SECURITIES CORPORATION (OAK BROOK IL)
IL
07/21/2003 - 08/24/2009
WATERSTONE FINANCIAL GROUP, INC. (VILLA PARK IL)
IL
03/24/2000 - 07/21/2003
RE-DIRECT SECURITIES CORP (VILLA PARK IL)
FL
10/28/1999 - 03/23/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IL
05/06/1996 - 10/25/1999
RE-DIRECT SECURITIES CORP (VILLA PARK IL)
GA
04/03/1995 - 05/06/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NJ
01/29/1986 - 07/28/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Lutsch is the right advisor for you? Invested Better is here to help.
