David Lane (CRD# 6373550) is an Investment Advisor Representative working at David James Financial in North Liberty, IA and has over 9 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | North Liberty, IA | Jan 2020 - Current | 4 |
| David James Financial | North Liberty, IA | Jul 2016 - Current | 7 |
| Lane Family Wealth Management | Coralville, IA | Jul 2014 - Current | 9 |
| Drake University | Des Moines, IA | May 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- IA
- KY
-
Total Assets Under Management97MILLIONS
-
Total Number of Accounts305ACCOUNTS
-
Average Account Value$316,870
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
IA, IL, KY, NE, TX
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