Thomas LaneCRD 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 9 years of experience in the finance industry.
Cypress Financial Planning
Academy Wealth Advisers, LLC
Rockcrest Financial LLC
|Lane Bridgers Associates, LLC||Moorestown, NJ||Jun 2008 - Current||10|
|Purshe Kaplan Sterling Investments||Albany, NY||Oct 2013 - Dec 2014||1|
|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|
Total Assets Under Management96MILLIONS
Total Number of Accounts446ACCOUNTS
Average Account Value$215,578
- 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
- Selection of other advisers (including private fund managers)
DE, FL, NJ, PA, TX
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