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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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||23|
|Smith Henderson & Associates, Inc.||St. George, UT||Mar 1993 - Current||24|
|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 Management1,020MILLIONS
Total Number of Accounts963ACCOUNTS
Average Account Value$1,059,276
- 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, LA, NV, TX, UT, WA
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