Lana Mangold
Lana Mangold is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Frisco, TX, with 43 years of industry experience. Lana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8372 Hillside Dr, Frisco, TX, 75034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lana sells fixed insurance products, including life, health, fixed annuities, and long-term care insurance, dedicating a few hours per week. She is also part owner of Eagle Retirement Group LLC, an investment, advisory, and insurance business, spending full-time on marketing and business management. Finally, Lana works as an independent contractor for Compsych, giving group presentations to corporations for minimal time per week.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Intersecurities, INC.
Intersecurities, INC.Broker
Vsr Financial Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Sunpoint Securities, INC.Broker
Dominion Capital CorporationBroker
The Great-West Life Assurance CompanyBroker
Benefitscorp Equities, INC.Broker
Dominion Capital CorporationBroker
Pamco Securities and Insurance ServicesBroker
H. C. Copeland and Associates Equities, INC.Broker
State Registrations1 state
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