John Lunt (CRD# 4641670) is an Investment Advisor Representative working at Lunt Capital Management Inc. in Holladay, UT and has over 21 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
Company Name | Location | Dates | Years |
---|---|---|---|
Lunt Capital Management, Inc. | Salt Lake City, UT | Mar 2003 - Current | 21 |
Key Property Management | Salt Lake City, UT | Aug 2002 - Current | 21 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2003 |
- TX
- UT
-
Total Assets Under Management521MILLIONS
-
Total Number of Accounts573ACCOUNTS
-
Average Account Value$909,370
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- 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
- Other
CA, TX, UT
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