Leland Lanway is a CFP-designated registered investment advisor at Your Best Move INC, based in Bardstown, KY, with 22 years of industry experience. Leland operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Meridian Financial Partners offers investment management services. The fees for managing your investments are based on a percentage of the assets managed. The specific percentage is not listed in this document.
Location
798 Portland Ave, Bardstown, KY, 40004
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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.
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Leland is an instructor at All About CSRS FERS & TSP, Inc., where he conducts federal employee seminar presentations and develops related educational products. This takes about half of Leland's time, primarily outside market hours.
Employment History
Current Registrations
Your Best Move INC
Previous Registrations
Resource Horizons Investment Advisory, INC.
Resource Horizons Group, L.L.C.
Creative Financial Designs, INC.
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.