Lana SullivanCRD Number: 6025538
Current Firm: Edward Jones
Lana Sullivan (CRD# 6025538) is an Investment Advisor Representative working at Edward Jones in Salem, IN and has over 2 years of experience in the finance industry.
Wealthcare Capital Management LLC
|Edward Jones||St Louis, MO||Apr 2014 - Current||2|
|Edward Jones||Salem, IN||Feb 2012 - Apr 2014||2|
|Homemaker||Salem, IN||Apr 2011 - Apr 2012||1|
|Washington County Economic Growth Partnership||Salem, IN||Apr 2010 - Apr 2011||1|
|Washington County||Salem, IN||Jan 2007 - Dec 2010||3|
|Washington County||Salem, IN||Jan 1996 - Dec 2006||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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