Richard Lutz
Richard Lutz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Savannah, GA, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
37 West Fairmont Avenue, Suite 209, Savannah, GA, 31406
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is an independent contractor and owner of Coastal Georgia Financial Services, LLC, where he manages investments and provides financial planning services. This takes about half of Richard's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations18 states
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