John Coles (CRD# 6328737) is an Investment Advisor Representative working at Lone Peak Capital Management, LLC in Draper, UT and has over 9 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lone Peak Capital Management, LLC | Draper, UT | Aug 2016 - Current | 7 |
| Legacy Planning Group | Draper, UT | May 2014 - Current | 9 |
| State Of Utah | Salt Lake City, UT | Jan 1994 - May 2014 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
- UT
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts49ACCOUNTS
-
Average Account Value$216,413
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
UT
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