Thomas Lutz
Thomas Lutz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in West Lawn, PA, with 20 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
1103 Rocky Drive, Suite 203, West Lawn, PA, 19609
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2012Other Business Activities
Thomas is an owner of March Lutz Wealth Advisors and SML Financial Services, both support companies. He also owns rental real estate property since 2016, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
State Registrations26 states
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