Kiersten LaneCRD Number: 6379836
Current Firm: Tlg Advisors, Inc.
Kiersten Lane (CRD# 6379836) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Wexford, PA and has 1 year of experience in the finance industry.
Wealthcare Capital Management LLC
Lpl Financial LLC
C.b. Bond Financial Planning, Inc.
|Tlg Advisors Inc.||Littleton, CO||Aug 2014 - Current||2|
|Monti Thompson Getty||Wexford, PA||Aug 2014 - Current||2|
|Demarco & Negle LLP||Pittsburgh, PA||Sep 2005 - Current||11|
Total Assets Under Management297MILLIONS
Total Number of Accounts1,370ACCOUNTS
Average Account Value$216,827
- 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
AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SD, TN, TX, UT, VA, WA, WI