Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam John Lutz is a financial advisor with Frost Investment Advisors, LLC. William John Lutz is registered in Texas as an Investment Advisor Representative. William John Lutz is a Chartered Financial Analyst. William John Lutz has been a registered advisor since 2000. Previous to joining Frost Investment Advisors, LLC, William John Lutz was employed with FROST BROKERAGE SERVICES, INC. William John Lutz is a Series 63, Series 87, and Series 7 licensed advisor.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Provide models to 3rd parties and receive asset-based fees
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TX
08/21/2009 - Present
Frost Investment Advisors, LLC (SAN ANTONIO TX)
TX
07/31/2000 - 01/23/2009
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
BC
Issued 08/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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