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Larry Lutz

Transamerica Financial Advisors, LLC
29 Years of Experience
Tampa, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Larry Lutz is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Tampa, FL, with 29 years of industry experience. Larry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,735 clients with $2.1B in assets under management.

Transamerica Financial Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1121 advisors
Number of Clients
42,735 clients
Average Client Portfolio
$49K average
Assets Under Management
$2.1B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Maximum total annual program fees are up to 2.75% for TFA365 and third-party manager programs, and up to 2.0% for Transamerica ONE. Fees vary based on the specific program, model portfolios selected, and negotiations with your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

410 S. Ware Blvd., Ste 410, Tampa, FL, 33619

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History

Regulatory History (1)
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Criminal
July 1990
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Larry sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. He also provides occasional referrals for wills and trusts, dedicating minimal time to this activity.

Employment History
Current Registrations
Transamerica Financial Advisors, LLC
June 2022 - Present · 4 yrs 4 mos
Transamerica Financial Advisors, LLCBroker
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Global Atlantic Distributors, LLCBroker
May 2019 - June 2022 · 3 yrs 1 mo
Proequities, INC.Broker
August 2017 - April 2019 · 1 yr 8 mos
Atel Securities CorporationBroker
October 2016 - August 2017 · 10 mos
Aig Capital Services, INC.Broker
May 2010 - October 2016 · 6 yrs 5 mos
Transamerica Capital, INC.Broker
June 2007 - April 2010 · 2 yrs 10 mos
Directed Services LLCBroker
June 2001 - June 2007 · 6 yrs
Touchstone Securities, INC.Broker
August 2000 - March 2001 · 7 mos
Atel Securities CorporationBroker
October 1996 - June 2000 · 3 yrs 8 mos
State Registrations7 states
CAFLGAINPASCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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