Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Isaac Lutz is a financial advisor with Lifeguide Financial Advisors, LLC. David has been in the financial industry since 2007. David is registered with the state of Pennsylvania. David is a Certified Financial Planner. David also has experience with rental property business. David's current firm, Lifeguide Financial Advisors, LLC, offers financial planning, pension consulting, and portfolio management 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.
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.
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PA
11/07/2016 - Present
Lifeguide Financial Advisors, LLC (MECHANICSBURG PA)
PA
07/26/2007 - 11/29/2016
PROEQUITIES, INC. (MECHANICSBURG PA)
BOTH
Issued 08/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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