Joseph Lane, financial advisor Deland FL
90 score

Joseph Lane

CRD Number: 1154357
Current Firm: Investment Advisors

Joseph Lane (CRD# 1154357) is an Investment Advisor Representative working at Investment Advisors in Deland, FL and has 1 year of experience in the finance industry. Joseph Lane has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Proequities Deland, FL Jan 2016 - Current < 1
Lane Insurance Deland, FL Jan 1982 - Current 34
Nylife Securities Orlando, FL Feb 2004 - Jan 2016 11
New York Life Insurance Orlando, FL Dec 2003 - Jan 2016 12

Joseph Lane has no recent exams reported.
Contact Info for Joseph B. Lane
Phone Number: 800-288-3035
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,998
    MILLIONS
  • Total Number of Accounts
    14,898
    ACCOUNTS
  • Average Account Value
    $134,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Market timing services
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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