James Laneve, financial advisor Lynchburg VA

James Laneve

CRD Number: 3211745
Current Firm: Laneve Financial Guidance LLC

James Laneve (CRD# 3211745) is an Investment Advisor Representative working at Laneve Financial Guidance LLC in Lynchburg, VA and has over 24 years of experience in the finance industry. James Laneve 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
Laneve Financial Guidance Llc (152697) Lynchburg, VA Jan 2010 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
Contact Info for James M. Laneve
Phone Number: (434) 455-3036
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    105
    MILLIONS
  • Total Number of Accounts
    307
    ACCOUNTS
  • Average Account Value
    $342,294
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

VA

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