ADVISOR BIO

Lan Li is a financial advisor registered with HSBC Securities (USA) Inc. Lan has been in the financial services industry since March 2006 and has been registered with HSBC Securities (USA) Inc. since May 2012. Lan has been approved for the Series 7, Series 66 and the SIE exam. Lan is also registered in several states. Lan is a financial advisor who can provide a wide range of services, including: investment advice, portfolio management, and retirement planning.

SPECIALIZATIONS

ADVISOR BIO

Lan Song is a financial advisor with Mariner Wealth Advisors. Lan has over 20 years of experience in the financial services industry. Lan has a strong background in financial planning, portfolio management and investment advisory services. Lan also has experience with various investment products, including mutual funds, variable annuities and other investment company products. Lan holds a Certified Financial Planner designation and is a Registered Representative with the state of New Jersey.

SPECIALIZATIONS

ADVISOR BIO

Lan Xue is a financial professional with over 20 years of experience in the industry. Lan is currently a registered representative with Goldman Sachs & Co. LLC. Lan holds several licenses, including Series 3, 7, 9, 10, 63, and SIE. Lan is registered in all states except Iowa. Lan specializes in providing financial services to individuals, corporations, and pooled investment vehicles.

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ADVISOR BIO

Lana Elizabeth Hock is a financial advisor who has been working in the industry since 1994. Currently, Lana works at Robert W. Baird & Co. Inc. Lana is registered with both the BrokerCheck and Investment Adviser Public Disclosure (IAPD) systems and holds multiple licenses and registrations in various states. Prior to her current role, Lana worked at AIG FINANCIAL ADVISORS, INC. and SunAmerica Securities, Inc. Lana specializes in providing financial advice to a wide range of clients, including individuals, high-net-worth individuals, corporations, and institutions.

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ADVISOR BIO

Lana K. Bergstein has been active in the financial industry since 2002. Lana is a registered representative with TLG Advisors, Inc. and has been with the firm since August 2024. Lana specializes in providing financial planning services, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Lana is registered as an Investment Advisor Representative (IAR) and Registered Representative (RR) in the state of Texas. Lana previously worked at DFA Securities LLC and Loring Ward Securities Inc.

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ADVISOR BIO

Lance Duncan Newlin is a registered representative with RBC Capital Markets, LLC. Lance has been in the securities industry since March 9, 2001. Lance is registered with the state of Nevada as an investment advisor representative.

SPECIALIZATIONS

ADVISOR BIO

Lance Kluger is a registered representative with A.g.p. / Alliance Global Partners. Lance has been in the financial services industry since 1997. Lance is a registered investment advisor representative in Florida, New Jersey, New York and South Carolina. Lance is also a registered representative with FINRA. Prior to joining A.g.p. / Alliance Global Partners, Lance was a registered representative with SUMMIT BROKERAGE SERVICES, INC. from 2003 to 2019, and WACHOVIA SECURITIES FINANCIAL NETWORK, INC. from 2001 to 2003. Lance specializes in providing financial services to individuals, corporations, businesses, charitable organizations, and pension plans. Lance's firm A.g.p. / Alliance Global Partners is a registered investment advisor that provides a range of financial services, including investment management, financial planning, and portfolio management.

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ADVISOR BIO

Lance Lehman is a registered investment advisor representative with Fisher Investments in Plano, TX. Lance has been in the industry since July 2022, and holds a Series 65 license. Lance specializes in Portfolio Management for Individuals, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles and Portfolio Management for Businesses.

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ADVISOR BIO

Lance Harting is a financial advisor with over 6 years of experience in the industry. He is currently registered with Oppenheimer & Co. Inc., and has previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Lance holds the Series 7, Series 66, and SIE licenses. Lance is also a Certified Financial Planner.

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ADVISOR BIO

Lance Raymond McIntosh is a financial advisor with over 30 years of experience in the industry. Lance is a registered representative and investment advisor representative with Stifel, Nicolaus & Company, Inc. and holds Series 3, 5, 7, 15, and 63 licenses. Lance has been registered with the Securities and Exchange Commission (SEC) and FINRA since 1985 and has worked with a number of firms including Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Kidder, Peabody & Co. Incorporated, and Drexel Burnham Lambert Incorporated. Lance has a wide range of experience and is able to provide clients with personalized financial advice and guidance.

SPECIALIZATIONS