Bart Lanman (CRD# 4565502) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 23 years of experience in the finance industry. Bart Lanman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wealthspire Advisors | Potomac, MD | Feb 2017 - Current | 7 |
Squire Lemkin & O'brien | Rockville, MD | Nov 2006 - Current | 17 |
Tricapital Advisors Inc. | N. Bethesda, MD | Jan 2001 - Jan 2017 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2000 |
- MD
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Total Assets Under Management18,872MILLIONS
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Total Number of Accounts7,156ACCOUNTS
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Average Account Value$2,637,281
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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