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David Isaac Lutz

Managing Member And Chief Compliance OfficerLifeguide Financial Advisors, LLCCRD 5355724

About David Isaac Lutz

David Isaac Lutz is listed as Managing Member And Chief Compliance Officer at Lifeguide Financial Advisors, LLC in Mechanicsburg, PA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Lifeguide Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Isaac Lutz work?

David Isaac Lutz is listed as Managing Member And Chief Compliance Officer at Lifeguide Financial Advisors, LLC on SEC Form ADV.

How much of Lifeguide Financial Advisors, LLC does David Isaac Lutz own?

Form ADV reports a beneficial ownership band of 25-50%.

Lifeguide Financial Advisors, LLC

TitleManaging Member And Chief Compliance Officer
Ownership25-50%
Control personYes
Since2014
View Lifeguide Financial Advisors, LLC →