Douglas Lane (CRD# 2191360) is an Investment Advisor Representative working at Douglas C. Lane & Associates in Boca Grande, FL and has over 32 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2700373
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1002352
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Dcla Partners LLC | New York, NY | Jan 2016 - Dec 2020 | 4 |
Douglas C. Lane & Associates, Inc. | New York, NY | Jul 1994 - Dec 2015 | 21 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 1992 |
- FL
- TX
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Total Assets Under Management7,602MILLIONS
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Total Number of Accounts5,520ACCOUNTS
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Average Account Value$1,377,163
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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