Lana Paige Tompkins

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 12/2016
  Subway
  Lake City, FL
• 07/2018 → 07/2019
  -Unemployed
  -Jackonville, FL
• 12/2016 → 07/2018
  Professional Entertainer
  Farmington, ME
• 07/2019 → 09/2019
  Gondolier
  Lake City, FL
• 01/2023 → 03/2024
  Jax Beach Body Md
  Jacksonville, FL
• 05/2021 → 05/2022
  O2B Kids
  Lake City, FL
• 12/2019 → 05/2021
  Baker Correctional Institution
  Sanderson, FL
• 09/2019 → 12/2019
  -Unemployed
  -Jacksonville, FL
• 04/2024 → Present
  Fidelity Investments
  Jacksonville, FL
• 11/2021 → 01/2023
  Hendic Llc
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-02-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-01-28

Other Names

• Lana P Tompkins