Landon Winn (CRD# 4404359) is an Investment Advisor Representative working at Spc in Richfield, UT and has over 20 years of experience in the finance industry.
CRD# 6158502
Lpl Financial LLC
CRD# 1576840
Lpl Financial LLC
CRD# 1691753
Spc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Parkland Securities, LLC | Ann Arbor, MI | Aug 2014 - Current | 9 |
| Sorenson Investment & Tax | Richfield, UT | May 2001 - Current | 22 |
| Sammons Securities Company, LLC | Ann Arbor, MI | Apr 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2003 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- AZ
- CA
- NV
- SC
- TX
- UT
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Total Assets Under Management5,563MILLIONS
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Total Number of Accounts30,541ACCOUNTS
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Average Account Value$182,147
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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