Montana Lutz (CRD# 7569281) is an Investment Advisor Representative working at Enhancing Capital LLC in Harrisburg, PA and has 1 year of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Enhancing Capital | Harrisburg, PA | Jun 2022 - Current | 1 |
Enhancing Capital | Harrisburg, PA | Jun 2021 - May 2022 | < 1 |
Messiah University | Lititz, PA | Oct 2019 - May 2021 | 1 |
Penn Cinema | Lititz, PA | May 2017 - Jul 2019 | 2 |
Middle And High School Student, Warwick School Dis | Lititz, PA | May 2012 - May 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- PA
- TX
-
Total Assets Under Management298MILLIONS
-
Total Number of Accounts38ACCOUNTS
-
Average Account Value$7,833,367
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
PA, TX
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