Tony Lantis (CRD# 2145277) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Casper, WY and has over 30 years of experience in the finance industry.
CRD# 1141253
Mutual Advisors, LLC
CRD# 4831131
Edward Jones
CRD# 6716429
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kingsview Wealth Management | Casper, WY | Sep 2019 - Current | 4 |
| Wells Fargo Clearing Services, LLC | Casper, WY | Nov 2016 - Sep 2019 | 2 |
| Wells Fargo Advisors LLC | Casper, WY | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1993 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2007 |
- WY
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Total Assets Under Management4,846MILLIONS
-
Total Number of Accounts18,332ACCOUNTS
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Average Account Value$264,329
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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