Unclaimed Profile

David Isaac Lutz

LIFEGUIDE FINANCIAL ADVISORS, LLC·MECHANICSBURG, Pennsylvania

Clean recordLIFEGUIDE FINANCIAL ADVISORS, LLC

400 W MAIN ST., MECHANICSBURG, PA 17055CRD# 5355724Firm CRD# 284842

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Isaac Lutz · MECHANICSBURG, PA

Registration

CRD #5355724 · LIFEGUIDE FINANCIAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Isaac Lutz is a registered financial advisor based in MECHANICSBURG, Pennsylvania, affiliated with LIFEGUIDE FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

LIFEGUIDE FINANCIAL ADVISORS, LLC

AUM

$373M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LIFEGUIDE FINANCIAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5355724

Firm CRD# 284842

View on FINRA BrokerCheck →

Looking for a financial advisor in MECHANICSBURG?

Browse all registered financial advisors in MECHANICSBURG, Pennsylvania or claim this profile if it's yours.

Browse MECHANICSBURG Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Isaac Lutz offer?

David Isaac Lutz specializes in Financial Planning, Investment Management. Contact their office in MECHANICSBURG, Pennsylvania for a consultation.

What are David Isaac Lutz's credentials?

David Isaac Lutz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Isaac Lutz located?

David Isaac Lutz is based in MECHANICSBURG, Pennsylvania, working with LIFEGUIDE FINANCIAL ADVISORS, LLC. Their office serves clients in the MECHANICSBURG metropolitan area and surrounding communities.

How does David Isaac Lutz charge for services?

David Isaac Lutz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIFEGUIDE FINANCIAL ADVISORS, LLC?

LIFEGUIDE FINANCIAL ADVISORS, LLC has approximately 17 employees and manages $373M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →