Thomas Lane, financial advisor Moorestown NJ
96 score

Thomas Lane

CRD Number: 1251148
Current Firm: Lane Hipple - Wealth Management Group

Thomas Lane (CRD# 1251148) is an Investment Advisor Representative working at Lane Hipple - Wealth Management Group in Moorestown, NJ and has over 32 years of experience in the finance industry. Thomas Lane 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
Purshe Kaplan Sterling Investments Albany, NY Sep 2013 - Current 3
Lane Bridgers Associates, LLC Moorestown, NJ Sep 2003 - Current 13
Vsr Advisory Services Overland Park, KS Aug 2007 - Sep 2013 6
Vsr Financial Services, Inc. Overland Park, KS May 2006 - Sep 2013 7
The Masters (division Of Vsr) Overland Park, KS May 2006 - Aug 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
Contact Info for Thomas A. Lane
Phone Number: 856-638-1855
Firm Website: http://www.lhswealth.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    130
    MILLIONS
  • Total Number of Accounts
    857
    ACCOUNTS
  • Average Account Value
    $151,720
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

NJ

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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