Bart LanmanCRD Number: 4565502
Current Firm: Tricapital Advisors Inc.
Bart Lanman (CRD# 4565502) is an Investment Advisor Representative working at Tricapital Advisors Inc. in Rockville, MD and has over 16 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.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Squire Lemkin & O'brien||Rockville, MD||Nov 2006 - Current||10|
|Tricapital Advisors Inc.||N. Bethesda, MD||Jan 2001 - Current||16|
|Farren Lanman & Assoc, LLC||Bethesda, MD||Feb 1978 - Oct 2006||28|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2000|
Total Assets Under Management173MILLIONS
Total Number of Accounts888ACCOUNTS
Average Account Value$195,214
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, DC, FL, HI, IA, MD, NC, NJ, NY, VA