Kwintone
Houberg-Lawton

Ignite Planners LLC

CRD#5118172
Investment Advisor
in San Clemente, CA

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About this Advisor

Kwintone Houberg-Lawton is a financial advisor based in San Clemente, California, working with Ignite Planners LLC. Kwintone has previously held positions at Girard Securities, Inc, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, and Ignite Planners, LLC. Kwintone has passed the Series 66 regulatory exam and is registered to provide services in California, Texas, and Utah. Currently, Kwintone is part of Ignite Planners LLC, which operates out of San Clemente, California. The firm has 5 offices and 31 employees. The firm manages assets totaling $715.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Ignite Planners LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

109 E. Escalones
San Clemente, CA 92672

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Ignite Planners LLC Brokerage Details

Total Assets Under Management

$715,774,675

CA Average: $7,578,581,321
Total Number of Employees

31

CA Average: 43
Total Number of Accounts

3,503

CA Average: 3,727
Average Account Size

$204,332

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Kwintone Houberg-Lawton Work History

2023 - Present (1 year)

Ignite Planners, LLC

2017 - 2023 (6 years)

Cambridge Investment Research, Inc

2017 - 2023 (6 years)

Cambridge Investment Research Advisors, Inc

2008 - 2017 (9 years)

Girard Securities, Inc

Disclosures

Please visit the SEC profile of Kwintone Houberg-Lawton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ignite Planners LLC

Jacob Allred
San Clemente, CA
Jaxson Allred
San Clemente, CA
Wesley Haynes
Corinth, MS
Chace Adams
South Jordan, UT
Stephen Swensen
South Jordan, UT
Hunter Jefcoat
San Clemente, CA
David Allred
San Clemente, CA
Joel Slatter
San Clemente, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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