Lana Weant, financial advisor Monroe LA

Lana Weant

CRD Number: 7734619
Current Firm: Vines Capital Management, LLC

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.

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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
Contact Info for Lana H. Weant
Phone Number: 318-450-4664
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    123
    MILLIONS
  • Total Number of Accounts
    329
    ACCOUNTS
  • Average Account Value
    $374,602
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

LA, TX

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