Lon Eric Dircks
Investment adviser representative at Huntleigh Advisors, Inc.
19 yearsExperience
7 statesRegistered in
$781.8MFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Huntleigh Advisors, Inc.Apr 2024 to now
- Huntleigh Securities CorporationApr 2024 to now
- Bank of America, N.A.Jan 2017 to Mar 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2017 to Mar 2024
- Morgan Stanley Smith BarneyJun 2009 to Nov 2016
- Morgan Stanley & Co., IncorporatedApr 2007 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 7 states (AR, IL, IN, MO, SD, TX, WI).
Huntleigh Advisors, Inc.
$781.8MAssets managed
1,838Clients
64Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4668629
- Firm CRD
- 113412