John Beckstead (CRD# 3041666) is an Investment Advisor Representative working at Lifetime Financial in Highland, UT and has over 25 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beckstead Investment Management | Sandy, UT | Oct 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
- UT
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts124ACCOUNTS
-
Average Account Value$226,811
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
UT
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