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Sapna G
Series 63, Series 65
Huntsville, AL
Lanark Financial, Inc.
Sapna Goel is a financial advisor at Lanark Financial, Inc. in Huntsville, Alabama, holding Series 63 and Series 65 licenses with 19 years of industry experience. She has worked at NBC Securities, Inc. since 2010. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients, managing approximately $1.78 billion in assets across multiple advisor teams. The firm offers both discretionary and non-discretionary account management, utilizing third-party sub-advisers and overlay management services.
Gregory M
Series 63, Series 65
Huntsville, AL
Lanark Financial, Inc.
Gregory Musso is a financial advisor at Lanark Financial, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NBC Securities, Inc. since 2001. Outside of his advisory role, he is the owner and sole member of Stallion Properties LLC, a real estate leasing and management business. Lanark Financial provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers program-based accounts through several platforms, combining discretionary and non-discretionary investment strategies.
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