Lon Henderson, financial advisor Saint George UT
93 score

Lon Henderson

CRD Number: 1075600
Current Firm: Soltis Investment Advisors, LLC

Lon Henderson (CRD# 1075600) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Soltis Investment Advisors St George, UT Jan 2003 - Current 15
Horizon Homes, Lc St George, UT Dec 1997 - Current 20
S & H Holdings, Lc St George, UT May 1994 - Current 24
Smith Henderson & Associates, Inc. St. George, UT Mar 1993 - Current 25
Smith & Henderson, Inc. St George, UT Jan 1993 - Current 25
Stone Cliff, Lc St George, UT Oct 1992 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1982
S65 NASAA Investment Advisors Law Examination Dec 1992
Contact Info for Lon E. Henderson
Phone Number: 435-674-1600
Registered State(s):
  • AZ
  • TX
  • CA
  • ID
  • NV
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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