David Lutz, financial advisor Mechanicsburg PA
96 score

David Lutz

CRD Number: 5355724
Current Firm: Lifeguide Financial Advisors, LLC

David Lutz (CRD# 5355724) is an Investment Advisor Representative working at Lifeguide Financial Advisors, LLC in Mechanicsburg, PA and has over 10 years of experience in the finance industry. David Lutz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lifeguide Financial Advisors, LLC Mechanicsburg, PA Jan 2014 - Current 4
Proequities, Inc. Carlisle, PA Jun 2007 - Nov 2016 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for David I. Lutz
Phone Number: (717) 796-1700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    114
    MILLIONS
  • Total Number of Accounts
    959
    ACCOUNTS
  • Average Account Value
    $118,546
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

PA, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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