Brian Lantz (CRD# 7552271) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greencastle, PA and has 1 year of experience in the finance industry.
CRD# 4275229
Raymond James Financial Services Advisors, Inc.
CRD# 4400398
Edward Jones
CRD# 4947304
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services | Greencastle, PA | May 2022 - Current | 2 |
| Defense Information Systems Agency | Ft. Meade, MD | Mar 2021 - Apr 2022 | 1 |
| Tapestry Technologies / Mantech - Acquisition | Chambersburg, PA | Dec 2018 - Mar 2021 | 2 |
| Sierra Nevada Corporation | Hagerstown, MD | Nov 2017 - Dec 2018 | 1 |
| Dsa | Ft. Detrick, MD | Dec 2016 - Nov 2017 | < 1 |
| Sierra Nevada Corporation | Hagerstown, MD | Apr 2016 - Dec 2016 | < 1 |
| Csra (formally Csc) | Ft. Detrick, MD | Sep 2007 - Apr 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- PA
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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, VI, VT, WA, WI, WV, WY
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