Paul J. Lutz
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Paul Jesse Lutz was a registered financial professional .
Paul is a previously registered financial professional and started their career in finance in 1988. Paul had worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 22, 2015 - March 22, 2017
FIRSTPOINT FINANCIAL, LLC
August 17, 2012 - May 17, 2017
MARINER WEALTH
August 15, 2012 - May 17, 2017
MSEC, LLC
November 21, 2001 - August 15, 2012
LPL FINANCIAL LLC
November 9, 2001 - August 15, 2012
LPL FINANCIAL LLC
August 14, 1996 - November 12, 2001
EDWARD JONES
June 23, 1988 - November 22, 1988
IDS LIFE INSURANCE COMPANY
June 21, 1988 - November 22, 1988
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
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Exams
Current Firm
FIRSTPOINT FINANCIAL, LLC
CRD#: 175252 / SEC#: 801-81098
Contact information
Red Flags
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