Brian Craig Luts

Employer firm

Lgg Financial CRD 305002

$564M regulatory AUM 11 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 10/2019
  Wells Fargo Advisors Financial Network, Llc
  Bethesda, MD
• 10/2019 → Present
  The Luts & Greenleigh Group, Inc.
  Bethesda, MD

Previous Registrations

• 2012-09-25 → 2019-10-09
  Wells Fargo Advisors Financial Network, Llc
  Bethesda, MD
• 2009-06-01 → 2012-10-05
  Morgan Stanley
  Bethesda, MD
• 2004-03-01 → 2009-06-01
  Citigroup Global Markets Inc.
  Bethesda, MD
  Bethesda, MD
• 2003-07-01 → 2004-03-26
  Wells Fargo Clearing Services, Llc
  Vienna, VA
• 1999-02-11 → 2003-07-01
  Prudential Equity Group, Llc
  Vienna, VA

Other Businesses

1. BD VENTURES LLC, INV RELATED, ROCKVILLE, MD, 50% OWNER, START: 5/28/2015, 1 HOUR PER MONTH/0 DURING TRADING, DUTIES: INVEST IN COMMERCIAL REAL ESTATE. 2. CO-TRUSTEE FOR THE LUTS & GREENLEIGH 401K; INV RELATED; BETHESDA, MD; FOR 3 EMPLOYEES; START: 10/1/14; 160 HRS/MO; 130 HRS DURING TRADING. 3. INDEPENDENT INSURANCE AGENT; SAME LOCATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-29
• S63 Uniform Securities Agent State Law Examination
  1997-08-12

Other Names

• Brian Craig Luts
• Brian Craig Lutz