Best Investors Account Sign in
Inactive

Joseph J Lunt

Lunt Capital Management Inc.

Holladay, UT

Claim This Profile
Current Employers
Lunt Capital Management Inc.

4725 S. Holladay Blvd, Ste 220, Holladay, UT 84117 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-01-26
TX RA APPROVED 2023-01-25
  • UT RA
    APPROVED
    Since 2023-01-26
  • TX RA
    APPROVED
    Since 2023-01-25

Branch Locations

4725 S. Holladay Blvd, Ste 220, Holladay, UT 84117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lunt Capital Management, Inc. Holladay UT 04/2022 Present
Brigham Young University Provo UT 09/2018 04/2022
Church Of Jesus Christ Of Latter-Day Saints Salt Lake City UT 07/2016 07/2018
  • 04/2022 → Present
    Lunt Capital Management, Inc.
    Holladay, UT
  • 09/2018 → 04/2022
    Brigham Young University
    Provo, UT
  • 07/2016 → 07/2018
    Church Of Jesus Christ Of Latter-Day Saints
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-25
  • S65 Uniform Investment Adviser Law Examination
    2023-01-25

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
PLATFORM WEALTH ADVISORS
MORGAN STANLEY
SCHWAB WEALTH ADVISORY, INC.
CIMARRON HEALTHCARE CAPITAL, LLC

Other Investors

JEFFREY DAVID SHAVER
CYDNIE CALLAWAY
CHRISTOPHER R SOUTAS
COREE L SULLIVAN
DYLAN VINCENT SHEPHERD
NICOLE SUTORIUS
CATHLEEN ANN WRIGHT
STEPHANIE J DAIGLE

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · HOLLADAY, UT
OSAIC WEALTH, INC. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · Holladay, UT
LPL FINANCIAL LLC · HOLLADAY, UT
STRATOS WEALTH PARTNERS, LTD · Holladay, UT
STRATOS WEALTH PARTNERS, LTD · Holladay, UT
STRATOS WEALTH PARTNERS, LTD · Holladay, UT
STRATOS WEALTH PARTNERS, LTD · Holladay, UT

More in Holladay, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor