Douglas Lutkus, financial advisor Lincoln CA

Douglas Lutkus

CRD Number: 4029478
Current Firm: Lutkus

Douglas Lutkus (CRD# 4029478) is an Investment Advisor Representative working at Lutkus in Lincoln, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Lutkus, Douglas John Dba Lutkus Lincoln, CA Jan 2010 - Current 14
Lutkus Insurance Services Lincoln, CA Dec 2009 - Current 14
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
Contact Info for Douglas J. Lutkus
Phone Number: 831-540-4035
Firm Website: https://www.xitright.com
Registered State(s):
  • CA
Current Firm Details
Lutkus
Firm's CRD Number: 152495
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $223,285
Compensation Options
  • 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
  • Other
Types of Clients
Registered States

CA

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