Judith LutzyCRD Number: 1933790
Current Firm: Tilson Financial Group Inc.
Judith Lutzy (CRD# 1933790) is an Investment Advisor Representative working at Tilson Financial Group Inc. in West Orange, NJ and has over 28 years of experience in the finance industry. Judith Lutzy 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.
Legacy Care Wealth, LLC
Cfs Investment Advisory Services LLC
|American Portfolios Financial Services Inc.||Holbrook, NY||Jun 2012 - Current||5|
|Tilson Financial Group, Inc.||New Providence, NJ||Nov 2010 - Current||7|
|Cambridge Investment Research, Inc.||Fairfield, IA||Nov 2010 - Jun 2012||1|
|Cadaret, Grant & Company, Inc.||West Orange, NJ||Jan 1995 - Nov 2010||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1989|
|S66||NASAA Uniform Combined State Law Examination||May 2003|
Total Assets Under Management359MILLIONS
Total Number of Accounts1,036ACCOUNTS
Average Account Value$346,606
- 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
FL, NH, NJ, NY, PA, SC, TX, VA
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