Frederick LaneCRD Number: 1469843
Current Firm: Lane Generational LLC
Frederick Lane (CRD# 1469843) is an Investment Advisor Representative working at Lane Generational LLC in Dover, MA and has over 19 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Lane Generational LLC||Dover, MA||Aug 2020 - Current||1|
|Raymond James & Associates, Inc.||Boston, MA||Oct 2014 - Aug 2020||5|
|Raymond James & Associates, Inc.||Boston, MA||May 2009 - Oct 2014||5|
|Lane, Berry & Company, International, LLC||Boston, MA||Jan 2002 - Jan 2013||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2002|
|S65||NASAA Investment Advisors Law Examination||Feb 2015|
Total Assets Under Management147MILLIONS
Total Number of Accounts133ACCOUNTS
Average Account Value$1,104,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, MA, NH, NJ, NY, TX, VT
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