Frederick Lane, financial advisor Dover MA

Frederick Lane

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Frederick C. Lane
Phone Number: 617-865-3949
Registered State(s):
  • MA
  • TX
Current Firm Details
Lane Generational LLC
Firm's CRD Number: 309619
By the Numbers
  • Total Assets Under Management
    147
    MILLIONS
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $1,104,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, MA, NH, NJ, NY, TX, VT

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