Lana Weant (CRD# 7734619) is an Investment Advisor Representative working at Vines Capital Management, LLC in Monroe, LA and has 1 year of experience in the finance industry.
CRD# 2761038
Edward Jones
CRD# 4128449
Argent Advisors, Inc.
CRD# 6466856
Brookstone Capital Management LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Vines Capital Management | Monroe, LA | Mar 2023 - Current | 1 |
Woodmen Life | Lubbock, TX | Dec 2022 - Mar 2023 | < 1 |
American Income Life | Lubbock, TX | Sep 2022 - Dec 2022 | < 1 |
Frenship School District | Lubbock, TX | Mar 2022 - Sep 2022 | < 1 |
Self Employed | Lubbock, TX | Jul 2021 - Mar 2022 | < 1 |
Us Dunnage LLC | Crossett, AR | May 2015 - Jun 2021 | 6 |
University Of Louisiana | Monroe, LA | Aug 2020 - May 2021 | < 1 |
Bayou Desiard Country Club | Monroe, LA | Aug 2019 - May 2020 | < 1 |
Lousiana State University | Baton Rouge, LA | May 2015 - May 2017 | 2 |
University Of Louisiana | Monroe, LA | Aug 2013 - May 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- LA
-
Total Assets Under Management123MILLIONS
-
Total Number of Accounts329ACCOUNTS
-
Average Account Value$374,602
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
LA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.