Lonnie McLane, financial advisor Charlotte NC

Lonnie McLane

CRD Number: 2049875
Current Firm: Ip Financial Advisory Services LLC

Lonnie McLane (CRD# 2049875) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Ip Financial Advisory Services Charlotte, NC Jan 2020 - Current 4
Innovation Partners LLC Charlotte, NC May 2017 - Current 6
Mid-thumb Insurance Mayville, MI Feb 1986 - Current 38
Mid Thumb Financial Planning Mayville, MI Jan 1984 - Current 40
Sigma Financial Corporation Ann Arbor, MI Oct 1994 - May 2017 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1991
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Lonnie D. McLane
By the Numbers
  • Total Assets Under Management
    250
    MILLIONS
  • Total Number of Accounts
    2,025
    ACCOUNTS
  • Average Account Value
    $123,693
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

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