Douglas J. Lutkus

XITRIGHT

Lincoln, CA

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CRD#: 4029478

Professional summary

Douglas John Lutkus, AIF® is a registered financial advisor currently at XITRIGHT located in Lincoln, California.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Douglas has worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Douglas Lutkus - Independent Insurance Agent; Investment Related; 581 N.Street, Lincoln, CA, Insurance Sales - Life, Health and Annuities; Owner; Started 02/2001; Approximately 5% of his time per month with some during market hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas John Lutkus's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

January 25, 2010 - Present

XITRIGHT

RIA

CRD#: 152495

Lincoln, CA

Past

December 13, 2007 - December 16, 2009

OSAIC SERVICES, INC.

RIA

CRD#: 133763

SPECKELS, CA

Past

December 4, 2007 - December 16, 2009

OSAIC SERVICES, INC.

CRD#: 133763

SPECKELS, CA

Past

July 26, 2004 - December 6, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

SALINAS, CA

Past

April 15, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 15, 2004 - December 6, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

SALINAS, CA

Past

November 18, 1999 - February 28, 2001

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/25/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/23/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/17/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/14/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/17/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

XITRIGHT

LUTKUS | XITRIGHT | LUTKUS, DOUGLAS JOHN

CRD#: 152495 / SEC#:

California

Registered Investment Advisory firm - (1/25/2010 Approved)

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Contact information

Main Address

Lincoln, CA

Mailing Address

Phone number

(916) 974-9760

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	14
AUM (Assets Under Management)	$ 3,572,965

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Douglas J. Lutkus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas John Lutkus's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/23/2004

Series 63

Date: 11/17/1999

Series 7

Date: 4/14/2004

Series 6

Date: 11/17/1999

Current Firm

XITRIGHT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

XITRIGHT

TRUST BUT VERIFY

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