Joseph Lutz is a CFP-designated registered investment advisor, based in La Mesa, CA, with 31 years of industry experience.
Location
7777 Alvarado Rd., Suite 314, La Mesa, CA, 91942
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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
Joseph is an agent/representative selling fixed and variable life insurance and annuities, as well as LTC insurance, dedicating a few hours per week. He also owns Lutz Wealth Advisors, a DBA for his securities and investment advisory business, and works nearly full-time as an investment advisor at The Ameriflex Group.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Sunamerica Securities, INC.
Sentra Securities CorporationBroker
Sunamerica Securities, INC.Broker
Spelman & CO., INC.Broker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations25 states
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