Billy Lanter
Fiduciary Investment Advisor & Director of Sales
- Role
- Fiduciary Investment Advisor & Director of Sales at American Trust Wealth
- Location
- Lexington, KY, US
- LinkedIn followers
- 500 followers
Experience
Fiduciary Investment Advisor & Director of Sales
Jan 2021 — Present · Lexington, KY, US
Education
University of Kentucky
Bachelors of Business Administration, Finance
1999 — 2004
University of Kentucky
Bachelors of Science, Accounting
1999 — 2004
Skills
- Strategic Financial Planning
- Estate Planning
- Retirement Planning
- Financial Advisory
- Portfolio Management
- Wealth Management
- Retirement
- Finance
- Risk Management
- Asset Management
- Investments
- Mutual Funds
- Asset Allocation
- Investment Strategies
- Investment Advisory
- Financial Planning
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