Lattice Wealth Advisors

Lattice Wealth Advisors (CRD# 301132) is a financial advisory firm headquartered in Chattanooga, TN. They manage $31,818,555 in 336 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4610 Brainerd Rd, Unit 6, Chattanooga, TN 37411
http://www.latticewealth.com
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    336
    ACCOUNTS
  • Average Account Value
    $94,698
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, TN

Financial Advisors at Lattice Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Laman, financial advisor Chattanooga TN
Kevin A. Laman
CRD#: 5170111
4610 Brainerd Rd, Unit 6, Chattanooga, TN 37411

Kevin Laman (CRD# 5170111) is an Investment Advisor Representative working at Lattice Wealth Advisors in Chattanooga, TN and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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