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Gary William Lutes

Investment adviser representative at Tillman Hartley LLC
22 yearsExperience
2 statesRegistered in
CFADesignation
$746.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

22 years in the industry.

  1. Tillman Hartley LLCDec 2004 to now

Designations

  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 2 states (FL, NC).

Tillman Hartley LLC

$746.3MAssets managed
63Clients
3Advisers
27 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
5907559
Firm CRD
109479
Advisor's SEC record (opens in a new tab)
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