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.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
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 |
- CA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$223,285
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
CA
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