Demetrius Lane (CRD# 7397808) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stone Mountain, GA and has over 2 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Stone Mountain, GA | Nov 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stone Mountain, GA | Aug 2022 - Current | 1 |
| Maryville University | St Louis, MO | Aug 2020 - Aug 2022 | 2 |
| E*trade Securities LLC | Alpharetta, GA | Jul 2021 - Jul 2022 | 1 |
| Morgan Stanley | Alpharetta, GA | Jul 2021 - Jul 2022 | 1 |
| Wells Fargo Bank | Atlanta, GA | Dec 2018 - Jul 2021 | 2 |
| Georgia Department Of Revenue | Atlanta, GA | Dec 2017 - Dec 2019 | 2 |
| Dick's Sporting Goods | Atlanta, GA | Aug 2018 - Feb 2019 | < 1 |
| Wells Fargo Bank | Atlanta, GA | Sep 2016 - Dec 2017 | 1 |
| Unemployed Due To School/florida A&m University | Tallahassee, FL | Oct 2011 - Sep 2016 | 4 |
| Florida A&m University | Tallahassee, FL | Aug 2010 - Aug 2016 | 6 |
| Ross Stores, Inc. | Tallahassee, FL | Jun 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- GA
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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