Lianna Deprey (CRD# 6129432) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 9 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Wingate Wealth Advisors, Inc. | Lexington, MA | Feb 2019 - Current | 5 |
Wingate Wealth Advisors, Inc. | Lexington, MA | Jan 2018 - Feb 2019 | 1 |
Wells Fargo Advisors Financial Network, LLC | Boston, MA | Apr 2016 - Jan 2018 | 1 |
O'brien Management LLC | Boston, MA | Feb 2015 - Apr 2016 | 1 |
Southwest Investment Group | Franklin, TN | Oct 2012 - Feb 2015 | 2 |
Frankie's Pizza & Grill | Spring Hill, TN | Sep 2013 - Nov 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- MA
-
Total Assets Under Management1,214MILLIONS
-
Total Number of Accounts2,810ACCOUNTS
-
Average Account Value$432,014
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CT, FL, MA, ME, NC, NH, NY, PA, RI, TX, VT
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