Samantha Lutz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bellevue, WA. 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

11400 SE 8th Street, Suite 260, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2025 - Present · 10 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
May 2024 - July 2024 · 2 mos
State Registrations1 state
WA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.