Gary Lane, financial advisor Lubbock TX

Gary Lane

CRD Number: 3150451
Current Firm: Lpl Financial LLC

Gary Lane (CRD# 3150451) is an Investment Advisor Representative working at Lpl Financial LLC in Lubbock, TX and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Lubbock, TX Nov 2012 - Current 11
Mason, Warner, & Co P.c. Lubbock, TX Sep 1978 - Current 45
Level Four Advisory Services Lubbock, TX May 2010 - Aug 2021 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 1999
Contact Info for Gary L. Lane
Phone Number: 704-733-3300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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