Lana K Bergstein is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with TLG ADVISORS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| TLG ADVISORS, INC. | 2024-08-07 | present | Yes |
| DIMENSIONAL FUND ADVISORS LP | 2009-08-26 | 2023-08-08 | — |
| LWI FINANCIAL INC. | 2004-09-29 | 2008-12-24 | — |
| LORING WARD CAPITAL MANAGEMENT INC. | 2003-02-19 | 2004-09-30 | — |