Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Lutz is a financial professional with over 20 years of experience in the industry. Howard is currently registered as an Investment Advisor Representative with Corient. Howard has a strong background in the financial services industry with experience at firms like Intercontinental Asset Management Group, LTD. and Banc of America Investment Services, INC. Howard is a Series 66 and Series 63 licensed professional. Howard's current firm, Corient, is an Investment Advisor providing financial advice to individuals, high net worth individuals, corporations, charitable organizations, and pooled investment vehicles.
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
TX
08/01/2023 - Present
Corient (San Antonio TX)
TX
04/12/2018 - 06/29/2021
INTERCONTINENTAL ASSET MANAGEMENT GROUP, LTD. (SAN ANTONIO TX)
MA
05/22/2003 - 07/01/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 05/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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