Lon HendersonCRD 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.
Cuso Financial Services, LP
Principal Securities, Inc.
Bcj Capital Management
|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|
Total Assets Under Management1,395MILLIONS
Total Number of Accounts924ACCOUNTS
Average Account Value$1,509,873
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
AZ, CA, CO, FL, ID, MN, NV, TX, UT, WA
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