Larry Edgar Lutz
Investment adviser representative at Transamerica Financial Advisors, LLC
10 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Heartland Institute of Financial EducationOct 2025 to now
- Net LawApr 2024 to now
- Transamerica Financial Advisors, IncJun 2022 to now
- WealthwaveMay 2022 to now
- World Financial GroupMay 2022 to now
- Global Atlantic Distributors, LLCApr 2019 to Jun 2022
- Global Atlantic Financial CompanyApr 2019 to Jun 2022
- Proequities IncAug 2017 to Apr 2019
- Protective LifeAug 2017 to Apr 2019
- Atel Securities CorpOct 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2799560
- Firm CRD
- 16164