Unclaimed
Christopher Lane is a financial advisor with over 15 years of experience in the industry. Christopher is currently registered with International Assets Investment Management, LLC in Orlando, Florida. Christopher has experience with a variety of financial products and services, including securities, investment advisory, and financial planning.
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.
Guidance on pension options to ensure a secure financial future.
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.
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
FL
10/26/2023 - Present
International Assets Investment Management, LLC (ORLANDO FL)
TX
10/30/2009 - 08/11/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LUBBOCK TX)
TX
04/17/2008 - 11/05/2009
WELLS FARGO ADVISORS, LLC (LUBBOCK TX)
TX
06/28/2007 - 01/22/2008
A. G. EDWARDS & SONS, INC. (LUBBOCK TX)
IA
Issued 06/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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