RIA Intelligence
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- Founder
- “B•••• L••• co-founded L•• F•••••••• with D•••• G••••••••• in 2012, and has been providing financial service and advice since 1997.”reportedlggfinancial.comthe sentence on the bio page
- Partner or owner
- “B•••• L••• | Founding Partner”reportedlggfinancial.comthe sentence on the bio page
- Years, as the firm states
- 20reportedlggfinancial.com“With over 20 years of experience, he has developed an expertise in working with individuals to find customized solutions to the complex financial challenges they face.”
- Professional profile
- lggfinancial.com/brian-lutsreportedlggfinancial.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- L•• F•••••••• independent RIA currentsince Oct 1, 2019 · Bethesda, Md
- W•••• F•••• A••••••• wirehouseSep 25, 2012 to Oct 9, 2019 · Bethesda, Md
- M••••• S•••••• wirehouseJun 1, 2009 to Oct 5, 2012 · Bethesda, Md
- C•••••••• G••••• M•••••• I••• BD affiliatedMar 1, 2004 to Jun 1, 2009 · Bethesda, Md
- W•••• F•••• A••••••• wirehouseJul 1, 2003 to Mar 26, 2004 · Vienna, Va
- P••••••••• E••••• G••••• L•• unclassifiedFeb 11, 1999 to Jul 1, 2003 · Vienna, Va
- W•••• F•••• A••••••• to L•• F••••••••left Oct 9, 2019, registered Oct 1, 2019 (-8 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- M••••• S•••••• to W•••• F•••• A•••••••left Oct 5, 2012, registered Sep 25, 2012 (-10 days) · Wirehouse to wirehouse
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- W•••• F•••• A••••••• to C•••••••• G••••• M•••••• I•••left Mar 26, 2004, registered Mar 1, 2004 (-25 days) · Other
- P••••••••• E••••• G••••• L•• to W•••• F•••• A•••••••left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address