Gregory Lane, financial advisor Phoenix AZ

Gregory Lane

CRD Number: 2612708
Current Firm: Wellfit Financial

Gregory Lane (CRD# 2612708) is an Investment Advisor Representative working at Wellfit Financial in Phoenix, AZ and has over 28 years of experience in the finance industry. Gregory 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
Lane Financial, P.c. Phoenix, AZ Mar 2009 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1995
S65 NASAA Investment Advisors Law Examination Apr 1996
Contact Info for Gregory J. Lane
Phone Number: 480-688-2222
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $1,192,857
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ

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