Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid James Lutz is a financial advisor with over 20 years of experience in the industry. David is currently registered with Ameritas Advisory Services, LLC and is licensed to provide financial advice in 27 states. David has a strong track record of helping individuals and families achieve their financial goals through a variety of services including financial planning, investment management, and insurance products. David has been recognized as a Certified Financial Planner and has a commitment to providing clients with personalized financial advice that is tailored to their specific needs. David is a member of the community and is passionate about helping others reach their financial goals.
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.
Solicitor fees
1
2
PA
11/01/2021 - Present
Ameritas Advisory Services, LLC (MCMURRAY PA)
MD
06/05/2002 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 01/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Lutz is the right advisor for you? Invested Better is here to help.
