Laneve Financial Guidance LLC

Laneve Financial Guidance LLC (CRD# 152697) is a financial advisory firm headquartered in Lynchburg, VA. They manage $45,180,303 in 278 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $162,519
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Laneve Financial Guidance LLC
Showing 1 - 1 of 1 top financial advisors.
1
James M. Laneve
CRD#: 3211745
3831 Old Forest Road, Suite 6, Lynchburg, VA 24501
96
Wealthminder
score

James Laneve (CRD# 3211745) is an Investment Advisor Representative working at Laneve Financial Guidance LLC in Lynchburg, VA and has over 18 years of experience in the finance industry. James Laneve 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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