Director of Operations · Bison Wealth, LLC
Lane M. Turner
CRD 6749249 · Named on Form ADV at one SEC-registered adviser
At a glance
Bison Wealth, LLC, an SEC-registered wealth manager based in Atlanta, GA with $2.7 billion in regulatory assets, lists Lane M. Turner on its Form ADV as Director of Operations, a control person.
Firms and roles
- Bison Wealth, LLCDirector of OperationsWealth manager · Atlanta, GA · $2.7B in regulatory assets
AtlasMembers
Lane’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Gregory T. WrightCo-Ceo/coo, Bison Wealth, LLC
- Victor P. WilkersonPresident, Wealth Advisory, Bison Wealth, LLC
- Jason E. LuhanChief Compliance Officer, Bison Wealth, LLC
- Thomas F. ScaturroPresident, Private Wealth, Bison Wealth, LLC
- Justin C. BollerCo-Ceo/cio, Bison Wealth, LLC
1 more person named with Lane on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lane’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.