Charles Lutrick
Charles Lutrick is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Inlet Beach, FL, with 37 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
26 Origins Main Street, Suite 205, Inlet Beach, FL, 32461
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is a fixed insurance agent and an agent for Signal Business Group since 1988, dedicating nearly full-time hours to it. He also owns rental real estate, is a 1st Lieutenant in the Civil Air Patrol, and is a partner/advisor at ATL Global Advisors, spending about 10-20% of his time there.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
New England Securities Corporation
New England SecuritiesBroker
Cigna Securities, INC.Broker
State Registrations29 states
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