Lana Smith is a registered investment advisor, based in Lincoln, NE, with 5 years of industry experience.
Location
151 N 8th St Ste 450, Lincoln, NE, 68508-1380
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Allstate Financial Services, LLC
March 2022 - Present · 4 yrs 4 mos
Allstate Financial Services, LLCBroker
March 2022 - Present · 4 yrs 4 mos
Allstate Financial Advisors, LLC
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
State Farm Vp Management CORP.Broker
July 2020 - July 2020 · 0 mos
First Command Advisory Services
April 2019 - May 2020 · 1 yr 1 mo
First Command Financial Planning, INC.Broker
February 2019 - May 2020 · 1 yr 3 mos
State Registrations2 states
NENY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.