Gary LaneCRD Number: 3150451
Current Firm: Level Four Advisory Services
Gary Lane (CRD# 3150451) is an Investment Advisor Representative working at Level Four Advisory Services in Lubbock, TX and has over 19 years of experience in the finance industry.
Trinity Wealth Management
Voya Financial Advisors, Inc.
Lpl Financial LLC
|Lpl Financial LLC||Lubbock, TX||Nov 2012 - Current||5|
|Level Four Advisory Services||Lubbock, TX||May 2010 - Current||7|
|Mason, Warner, & Co P.c.||Lubbock, TX||Sep 1978 - Current||39|
|Lincoln Financial Securities Corp||Lubbock, TX||Jul 2008 - Oct 2012||4|
|Mwc Advisors, L.c.||Lubbock, TX||Jul 1999 - May 2010||10|
|Jefferson Pilot Securities Corp||Lubbock, TX||Nov 2007 - Jul 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 1999|
Total Assets Under Management2,211MILLIONS
Total Number of Accounts7,794ACCOUNTS
Average Account Value$283,717
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, LA, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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