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Larry Edgar Lutz

Transamerica Financial Advisors, Inc.

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About Larry Edgar Lutz

Larry Edgar Lutz is a registered representative with Transamerica Financial Advisors, Inc. Larry has been in the securities industry since April 1997 and has experience with various financial products, including investments and insurance. Larry holds Series 63, Series 66, Series 7 and Series 22 licenses and has previously been registered with Global Atlantic Distributors, LLC, PROEQUITIES, INC, ATEL SECURITIES CORPORATION, AIG CAPITAL SERVICES, INC., TRANSAMERICA CAPITAL, INC., DIRECTED SERVICES LLC, TOUCHSTONE SECURITIES, INC., and ATEL SECURITIES CORPORATION.

Firm Information

Larry Lutz is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Larry Lutz’s Registration & Firm History

FL

12/08/2023 - Present

Transamerica Financial Advisors, Inc. (TAMPA FL)

CT

05/02/2019 - 06/09/2022

GLOBAL ATLANTIC DISTRIBUTORS, LLC (HARTFORD CT)

AL

08/09/2017 - 04/29/2019

PROEQUITIES, INC. (BIRMINGHAM AL)

CA

10/14/2016 - 08/07/2017

ATEL SECURITIES CORPORATION (San Francisco CA)

NJ

05/06/2010 - 10/04/2016

AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)

CO

06/21/2007 - 04/30/2010

TRANSAMERICA CAPITAL, INC. (DENVER CO)

PA

06/27/2001 - 06/19/2007

DIRECTED SERVICES LLC (WEST CHESTER PA)

OH

08/15/2000 - 03/12/2001

TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)

CA

10/01/1996 - 06/06/2000

ATEL SECURITIES CORPORATION (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 06/18/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/1999

Series 7 - General Securities Representative Examination

BC

Issued 09/30/1996

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Larry Edgar Lutz. Review regulatory record here.
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