Lane Mullinax, JD, CFP, MBA, CRPS
CRD Number: 1441002Current 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
CRD# 7069825
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CRD# 5822473
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CRD# 5828415
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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 |
- GA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
GA
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