Tait Lane is a registered investment advisor, based in Alpharetta, GA, with 25 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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
Tait is a financial advisor, Regional Director/Partner, and IAR with Merit Financial Group. He also provides fixed insurance advice, owns multiple real estate rental properties, is a board member of a condominium association, and owns a holding company.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
Triad Investment Management
Financial Advocates Investment Management
LPL Financial LLC
LPL Financial LLCBroker
Principal Funds Distributor, INC.Broker
MML Investors Services, INC.Broker
Safeco Investment Services, INC.Broker
Safeco Investment Services, INC.Broker
State Registrations51 states
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