Douglas LutkusCRD Number: 4029478
Current Firm: Lutkus
Douglas Lutkus (CRD# 4029478) is an Investment Advisor Representative working at Lutkus in Lincoln, CA and has over 22 years of experience in the finance industry.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Lutkus, Douglas John Dba Lutkus||Lincoln, CA||Jan 2010 - Current||12|
|Lutkus Insurance Services||Lincoln, CA||Dec 2009 - Current||12|
|White Hat, LLC||Lincoln, CA||Aug 2015 - Dec 2020||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1999|
|S66||NASAA Uniform Combined State Law Examination||Jul 2004|
Total Assets Under Management4MILLIONS
Total Number of Accounts18ACCOUNTS
Average Account Value$195,560
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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