Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lon? Claim Your ProfileLon Henderson is an investment advisor representative with Soltis Investment Advisors, LLC, based in ST. GEORGE, UT. Lon has been in the financial services industry for over 35 years and has experience working with a variety of clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Lon has a strong track record of success and is committed to providing his clients with personalized financial advice and investment management services. Lon has also held previous roles with Securities America, Inc., Lehman Brothers Inc., and Foster & Marshall/American Express Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
UT
10/05/2011 - Present
Soltis Investment Advisors, LLC (ST. GEORGE UT)
NE
02/06/1995 - 07/18/1996
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
11/08/1983 - 04/06/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/24/1982 - 10/31/1983
FOSTER & MARSHALL/AMERICAN EXPRESS INC.
IA
Issued 12/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/13/1982
Series 3 - National Commodity Futures Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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