Theril Lund (CRD# 4936468) is an Investment Advisor Representative working at Peak Investment Solutions, LLC in Phoenix, AZ and has over 24 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peak Investment Solutions, LLC | Phoenix, AZ | Jan 2007 - Current | 17 |
| Freightliner Sterling Western Star | Tolleson, AZ | Jun 2004 - Apr 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2000 |
- AZ
- CA
-
Total Assets Under Management66MILLIONS
-
Total Number of Accounts149ACCOUNTS
-
Average Account Value$443,225
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA
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