GLEN JERRELL LUTZ is currently employed as a Broker and/or Investment Adviser at NEXT FINANCIAL GROUP, INC. located at 3000 GILHAM ROAD, EUGENE, OR, 97408.
GLEN JERRELL LUTZ has worked at NEXT FINANCIAL GROUP, INC. since August 18, 2009
Disclosure History
GLEN JERRELL LUTZ has 2 Disclosure Event(s).
Date: August 16, 1996 Category: Customer Dispute Allegations: IN JAN. 1990, [CUSTOMER] CAME TO US TO DEVELOP A DIVERSIFIED PORTFOLIO OF INVESTMENT. AFTER MANY MEETINGS, A PORTFOLIO OF MUTUAL FUNDS, VARIABLE ANNUITIES & LIMITED PARTNERSHIPS INVESTED IN OIL & GAS, REAL ESTATE & EQUIPMENT LEASING WAS DEVELOPED. THE CLAIMANTS PORTFOLIO CONTINUES TO PERFORM WITHIN THE DESIRED INVESTMENT PARAMETERS Damage Amount Requested: $363,383.50 Damages Granted: $42,000.00 Broker Comment: OF THE ORIGINAL ALLEGED DAMAGES,$271,883.50 WAS DISMISSED. THE CLAIMANTS WAS AWARDED & RESPONDENTS, JOINTLY & SEVERALLY TO PAY $42,000. EACH SIDE TO BEAR THEIR OWN COSTS. ALL FORUM FEES PD. BY RESPONDENTS, JOINTLY & SEVERALLY.UNFORTUNATELY, FROM THE AWARD DECISION, WE CANNOT DETERMINE THE BASIS UPON WHICH IT IS MADE.
Date: September 02, 1977 Category: Regulatory
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