Kiersten Lane, financial advisor Wexford PA
87 score

Kiersten Lane

CRD 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.

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Company Name Location Dates Years
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

Kiersten Lane has no recent exams reported.
Contact Info for Kiersten L. Lane
Phone Number: 303-797-9080
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    297
    MILLIONS
  • Total Number of Accounts
    1,370
    ACCOUNTS
  • Average Account Value
    $216,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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