Mark LuttnerCRD Number: 3029283
Current Firm: Oneamerica Securities, Inc.
Mark Luttner (CRD# 3029283) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Mcmurray, PA and has over 19 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Staley Capital Advisers Inc.
|American United Life||Mcmurray, PA||Jul 2015 - Current||2|
|Oneamerica Securities||Mcmurray, PA||Jul 2015 - Current||2|
|Mml Investors Services||Pittsburgh, PA||Nov 2008 - Jun 2015||6|
|Massmutual Life Insurance Company||Pittsburgh, PA||Apr 2007 - Jun 2015||8|
|Park Avenue Securities LLC||Pittsburgh, PA||May 1999 - Oct 2008||9|
|Guardian Life Insurance Co Of America||Pittsburgh, PA||Jul 1995 - Oct 2008||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management137MILLIONS
Total Number of Accounts1,944ACCOUNTS
Average Account Value$70,683
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV