Arthur LaneCRD Number: 1949424
Current Firm: Western International Securities
Arthur Lane (CRD# 1949424) is an Investment Advisor Representative working at Western International Securities in Reno, NV and has over 28 years of experience in the finance industry. Arthur 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.
American Wealth Management
Cojo Bay Advisors, LLC
Aegis Capital Corp.
|Western International Securities Inc.||Pasadena, CA||Feb 2007 - Current||11|
|Various Insurance Carriers||Reno, NV||Jun 1989 - Current||28|
|Waddell & Reed, Inc.||Reno, NV||Apr 1989 - Feb 2007||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1989|
|S65||NASAA Investment Advisors Law Examination||Oct 2007|
Total Assets Under Management900MILLIONS
Total Number of Accounts3,400ACCOUNTS
Average Account Value$264,706
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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