See How Many Clients You're Missing Each Month
Simply enter your business email & Topline AI Agent will show you.
Bart Lane
Financial Advisor Financial Planning ... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Morgan Stanley</span>
Financial Advisor delivering investment solutions.
- Claim this Profile
Location
Tyler, Texas, United States, US
Skills
- Investments
- Asset Management
- Portfolio Management
- Financial Analysis
- Finance
- Show all
Bio
Generated by
Topline AI
Bart Lane is a seasoned Financial Advisor and Financial Planning Specialist with 8+ years of experience in investments, asset management, and portfolio management. He holds a Bachelor of Science in Economics from Oklahoma State University and a Graduate Finance degree from Southern Methodist University. Bart is certified as a Financial Planning Specialist by Kaplan and has an NMLS license.
Credentials
-
Financial Planning Specialist
KaplanMar, 2018- May, 2026 -
NMLS#: 535820
Nationwide Mortgage Licensing SystemOct, 2016- May, 2026
Experience
-
-
Financial Advisor Financial Planning Specialist
-
Aug 2015 - Present
Disclaimers: © 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB...
-
-
Education
-
Oklahoma State University
-
Southern Methodist University
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Advisory and Consulting”
Looking to Create a Custom Project?
Get Started
Need a custom project? We'll create a solution designed specifically for your project.
References
Community
You need to have a working account to view this content.
Click here to join now
