Lane Mullinax, JD, CFP, MBA, CRPS, financial advisor Cartersville GA

Lane Mullinax, JD, CFP, MBA, CRPS

CRD Number: 1441002
Current Firm: Npv Advisory Services, LLC
Compensation Model: Fee Only

A fee-only Management Consulting, Investment Advisory, and Financial Planning firm

  • Tax & Business Planning
  • Management & leadership Consulting
  • Financial, Estate, Tax,  & Wealth Management
  • Retirement Plan Design, Implementation, & Administration 

Whether providing advice regarding  tax, investments & wealth management, business structure & strategy, or retirement plan design ...  

 

NPV Advisory works as a fiduciary. No commissions are ever accepted. You pay only for our holistic, experience-based advice 

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Professional Designations
Company Name Location Dates Years
Npv Advisory Services, LLC Cartersville, GA May 2014 - Current 9
Concord Law, Kaplan University Los Angeles, CA Jan 2011 - May 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1996
Contact Info for Lane Mullinax, JD, CFP, MBA, CRPS
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

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Data verified by both the advisor and the public regulatory data.

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