Simone Lane (CRD# 5531641) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Benicia, CA and has over 8 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisors LLC | Benicia, CA | Sep 2022 - Current | 1 |
| First Allied Advisory Services | Schaumburg, IL | Nov 2020 - Current | 3 |
| Lobdell & Lane Wealth Management | Benicia, CA | Aug 2020 - Current | 3 |
| Lobdell Investment & Wealth Management | Benicia, CA | Apr 2008 - Jun 2023 | 15 |
| First Allied Securities, Inc. | San Diego, CA | Aug 2018 - Sep 2022 | 4 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | Mar 2016 - Nov 2020 | 4 |
| First Allied Securities, Inc. | San Diego, CA | Apr 2008 - Aug 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- CA
- TX
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Total Assets Under Management33,356MILLIONS
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Total Number of Accounts176,986ACCOUNTS
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Average Account Value$188,469
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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