Thomas Lane, financial advisor Moorestown NJ
93 score

Thomas Lane

CRD Number: 5553897
Current Firm: Lane Hipple - Wealth Management Group

Thomas Lane (CRD# 5553897) is an Investment Advisor Representative working at Lane Hipple - Wealth Management Group in Moorestown, NJ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Oct 2013 - Current 3
Lane Bridgers Associates, LLC Moorestown, NJ Jun 2008 - Current 8
Vsr Advisory Services Overland Park, KS Nov 2008 - Sep 2013 4
Vsr Financial Services, Inc. Overland Park, KS Jul 2008 - Sep 2013 5
The Mcintyre Group Cherry Hill, NJ Jun 2006 - Jun 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
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
93
Clean Record
This advisor has a clean track record with regulators.

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