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
| Title | Managing Member And Chief Compliance Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2014 |