Lana Carole Mangold

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → 10/2023
  Osaic Wealth, Inc.
  Dallas, TX
• 10/2023 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 07/2022 → Present
  Compsych
  Frisco, TX
• 10/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-09-01 → 2023-10-20
  Osaic Wealth, Inc.
  Plano, TX
• 2005-10-31 → 2023-09-01
  Osaic Services, Inc.
  Dallas, TX
  Phoenix, AZ
  Addison, TX
• 2005-09-29 → 2005-10-31
  Sunamerica Securities, Inc.
  Addison, TX
• 2001-01-29 → 2005-09-22
  Transamerica Financial Advisors, Llc
  Dallas, TX

Other Businesses

1) FIXED INSURANCE SALES, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, SALES OF LIFE INSURANCE, HEALTH INSURANCE, FIXED ANNUITIES AND LONG-TERM CARE INSURANCE, 5H/WEEK, 5H/WEEK DURING TRADING HOURS, SINCE 10/2004. 2) EAGLE RETIREMENT GROUP LLC, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, PART OWNER, DBA FOR INVESTMENTS, ADVISORY AND INSURANCE BUSINESS, MARKETING AND BUSINESS MANAGEMENT, 40H/WEEK, 40H/WEEK DURING TRADING HOURS, SINCE 02/2009. 3) COMPSYCH, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, INDEPENDENT CONTRACTOR, GIVE GROUP PRESENTATIONS TO CORPORATIONS WHICH COMPSYCH CONTRACTS, 1H/WEEK, 1H/WEEK DURING TRADING HOURS, SINCE 07/2022

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-06-29

Designations

Other Names

• Lana Carole Paramore
• Lana Clark
• Dr. Lana Mangold