Richard Charles Lutz

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2015 → Present
  Raymond James Financial Services, Inc.
  Savannah, GA
• 04/2015 → Present
  Raymond James Financial Services Advisors Inc.
  Savannah, GA
• 04/2015 → Present
  Coastal Georgia Financial Services, Llc
  Savannah, GA

Previous Registrations

• 2009-03-30 → 2015-04-24
  Raymond James & Associates, Inc.
  Savannah, GA
• 1999-01-13 → 2009-04-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Savannah, GA
  Savannah, GA

Other Businesses

(1)Name of Business: Coastal Georgia Financial Services, LLC Address: 37 W Fairmont Ave Ste 209, Savannah, GA, 31406, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/20/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Managing investments for my clients that are still working and for those that are in retirement. Providing comprehensive financial planning for existing clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-10-11
• S65 Uniform Investment Adviser Law Examination
  1995-09-22

Other Names

• Richard C (Jr) Lutz