Lane  Mullinax,  CFP<sup>&reg;</sup> - Financial Advisor

Lane Mullinax, CFP®

NPV Advisory Services, LLC

801 N Tennessee St, Suite A
Cartersville, GA 30120-2830
(770) 617-1036 CONNECT WITH Lane
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Lane Mullinax is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at NPV Advisory Services, LLC in Cartersville, GA and the surrounding communities.

Financial Advisor Overview

Executive Juris Doctorate (2014) Concord Law School, Purdue University Global MBA, Finance Specialization (2008) Walden University Bachelor of Business Administration (2005) Mercer University - Stetson School of Business & Economics


Financial Advisor Experience

CFP® - Certified Financial Planner CFP Board, Washington DC CFP Digital Certificate CRPS - Chartered Retirement Plans Specialist College for Financial Planning, Denver CO Memberships National Association of Personal Financial Advisors National Society of Accountants

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Other - Chartered Retirement Plans Specialist (CRPS)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Business Taxes, Career Change, Estate Planning, Investment Management, Corporate Finance, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Getting Married, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Tangible Assets, Personal Taxes


Helpful Financial Planning Resources