Jody LaneCRD Number: 3003166
Current Firm: Raymond James Financial Services Advisors, Inc.
Jody Lane (CRD# 3003166) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL and has over 20 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
Econologics Financial Advisors
|Raymond James Financial Services, Inc.||St Petersburg, FL||Dec 2018 - Current||3|
|Raymond James Financial Services Advisors, Inc.||St Petersburg, FL||Dec 2018 - Current||3|
|Mycro School Pinellas||St. Petersburg, FL||Nov 2017 - Current||4|
|Iris Photographic||St Pete, FL||May 2003 - Current||19|
|Raymond James & Assoc.,inc.||St. Petersburg, FL||Nov 2005 - Dec 2018||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2001|
|S65||NASAA Investment Advisors Law Examination||May 2007|
Total Assets Under Management272,263MILLIONS
Total Number of Accounts846,581ACCOUNTS
Average Account Value$321,603
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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