Mark Luttner, financial advisor Mcmurray PA
81 score

Mark Luttner

CRD 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 18 years of experience in the finance industry.

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Company Name Location Dates Years
American United Life Mcmurray, PA Jul 2015 - Current 1
Oneamerica Securities Mcmurray, PA Jul 2015 - Current 1
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Mark D. Luttner
Phone Number: 877-285-3863
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    137
    MILLIONS
  • Total Number of Accounts
    1,944
    ACCOUNTS
  • Average Account Value
    $70,683
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
81

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