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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Dudley Houck is an active investment advisor representative at Promontory Financial Planning, LLC. John has over 30 years of experience in the financial industry. John's previous experience includes working at VOYA FINANCIAL ADVISORS, INC., ING FINANCIAL PARTNERS, INC., and PARTNERVEST SECURITIES, INC. John specializes in retirement planning, investment management, and estate planning. John is also a Chartered Financial Consultant. The firm has offices in Spanish Fork, UT and Farmington, UT.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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UT
10/16/2017 - Present
Promontory Financial Planning, LLC (Spanish Fork UT)
UT
04/26/2012 - 10/12/2017
VOYA FINANCIAL ADVISORS, INC. (ELK RIDGE UT)
UT
10/12/2006 - 04/17/2012
ING FINANCIAL PARTNERS, INC. (ELKRIDGE UT)
CO
12/19/2003 - 10/13/2006
PARTNERVEST SECURITIES, INC. (ALPINE CO)
IA
03/19/1999 - 12/19/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
AZ
11/16/1998 - 03/10/1999
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
12/17/1992 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
IA
11/27/1989 - 01/01/1993
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NA
07/19/1988 - 11/30/1989
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
09/15/1983 - 08/30/1988
BOARDWALK CAPITAL CORPORATION
NA
04/17/1978 - 11/28/1983
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
03/15/1974 - 05/19/1978
USLIFE EQUITY SALES CORP
NA
06/27/1972 - 04/02/1974
CAL-WESTERN SECURITIES CO.
NA
06/27/1972 - 04/02/1974
CALIFORNIA-WESTERN STATES LIFE INSURANCE COMPANY
NA
04/04/1972 - 07/21/1972
SUNSET FINANCIAL SERVICES, INC.
BC
Issued 09/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/1978
Series 40 - Registered Principal Examination
BC
Issued 10/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1972
Series 1 - Registered Representative Examination
Active
Inactive
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