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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lutz has been in the financial services industry since September 1995 and is currently registered with Raymond James Financial Services Advisors, Inc.. Richard Lutz is a Registered Representative and Investment Advisor Representative. Richard Lutz is licensed to conduct business in 20 states and holds licenses for Series 63, 65, 7, 24 and the SIE Exam. Richard Lutz offers advisory services, financial planning, portfolio management for businesses and individuals, pension consulting and educational seminars. Prior to joining Raymond James Financial Services Advisors, Inc., Richard Lutz was associated with RAYMOND JAMES & ASSOCIATES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
06/13/2019 - Present
Raymond James Financial Services Advisors, Inc. (SAVANNAH GA)
GA
03/27/2009 - 04/24/2015
RAYMOND JAMES & ASSOCIATES, INC. (SAVANNAH GA)
GA
09/06/1995 - 04/01/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAVANNAH GA)
BC
Issued 10/11/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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