Wendy Lanton Quoted On ThinkAdvisor.com About Upcoming SEC Regulations

May 19, 2020 (Melville, New York) Wendy Lanton, Co-Founder and COO of Lantern Investments Inc and its wealth management affiliate, Lantern Wealth Advisors LLC., is interviewed by Melanie Waddell for ThinkAdvisor.com, a web site that provides registered investment advisors and financial advisors with comprehensive coverage of the products, services and trends necessary to guide their clients in making critical wealth, health and life decisions. Ms. Lanton shares her expertise on upcoming regulations: Regulation Best Interest and the customer relationship summary, Form CRS. SEC compliance examinations begin in July. Read insights Ms Lanton shares with ThinkAdvisor.com readers. 

 

Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747
Tel: 800.860.1010 or 631.454.2000
Email: Keith@lanterninvestments.com

OUR DISCLOSURE

Advisory services offered through Lantern Wealth Advisors, LLC., a registered investment advisor. Securities offered through Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.