Lane Mullinax
Location: Atlanta, Georgia
Languages: English
I have just completed a doctoral degree in Law, as an enhancement to my existing advisory practice.
I use the Fee-Only practice model, when means that I DO NOT sell investments (when investments are part of any analysis) and will not accept commissions.
I firmly believe that ...
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Expertise
Taxes
I have been providing tax consulting, planning and advice since 1986, for businesses, individuals, estates and trusts.
Finance
I am a Certified Financial Planner licensee, have an MBA in Finance and hold a Chartered Retirement Plans Specialist as well. I have been providing Financial Planning, modeling, analysis and design since 1986 - for businesses, individuals, estates, trusts & qualified retirement plans.
Law-and-Legal-Issues
As a CFP, I have been providing tax law and estate law advice since 1986. I also hold JD, (Juris Doctorate Degree - a doctoral degree in the LAW - with specialization in estate, tax, corporate law and business planning)
Work
Principal
Mullinax Capital & Retirement Plan Svcs., LLC
November 1, 2003 -
December 1, 2010
Business Planning
Financial, Estate & Tax Planning
Management & Leadership Consulting
Retirement Plan Design, Implementation & Administration
OSJ Branch Manager
American Express Financial Advisors
Atlanta
August 1, 2001 -
November 1, 2003
A fee-only Investment Advisory Firm, focusing primarily on qualified plan design, implementation, and management. Provide personal financial planning for key executives and small business owners. Also provide leadership development consulting for these organizations.
Provide ongoing plan participant education through group seminars and workshops, along with retirement and asset allocation analyses on an individual basis.
Provide ongoing plan performance reviews for plan sponsors, relative to investment performance and selection, custodian & record keeper performance/cost, and non-quantitative factors, such as sponsor and participant service satisfaction
Associate Vice President & Managing Principal
American Express Financial Advisors
Cincinnati
February 1, 1995 -
July 1, 2001
Performed all compliance interviews, investigations and reports in the area of SEC/NASD compliance. Developed and monitored action plans for deficient advisers.
Covered appointments for advisers in the branch when needed either for advanced topics support or client conflict resolution.
Recruited, trained and developed all new advisers for the branch.
Education
Graduate School
Concord Law School, Kaplan University
2014
Graduate School
Walden University
2008
College
Mercer University, Stetson School of Business & Economics
2005