Damon Lane (CRD# 1531800) is an Investment Advisor Representative working at Aware Investing, Inc. in Woodland Park, CO and has over 37 years of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lane Financial Management, Inc. | Woodland Park, CO | Jan 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1986 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2006 |
- CO
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Total Assets Under Management4MILLIONS
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Total Number of Accounts22ACCOUNTS
-
Average Account Value$161,364
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CO
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