Unclaimed
Christina Lane is a financial advisor in Marietta, GA. Christina has been working in the financial industry since December 6, 2000. Christina is registered with Truist Advisory Services, Inc. and has been with the firm since September 21, 2016. Before joining Truist Advisory Services, Inc., Christina was with BB&T Investment Services, Inc., NBC Securities, Inc., Wachovia Securities, LLC, and SouthTrust Securities, LLC. Christina specializes in providing financial advice to individuals, corporations, and businesses. Christina is also registered to provide investment advice in multiple states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
GA
09/21/2016 - Present
Truist Advisory Services, Inc. (MARIETTA GA)
GA
03/18/2008 - 04/01/2013
BB&T INVESTMENT SERVICES, INC. (SUWANEE GA)
GA
09/19/2006 - 03/04/2008
NBC SECURITIES, INC. (DULUTH GA)
GA
04/23/2005 - 09/21/2006
WACHOVIA SECURITIES, LLC (BUFORD GA)
AL
11/24/2000 - 04/23/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
IA
Issued 07/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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