Unclaimed
Christopher Lane is an investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC, and has been in the industry since 2010. Christopher is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Washington, and holds the Series 6, 7, 63, and 65 licenses. Christopher is committed to providing financial advice and services to individuals, corporations, and charitable organizations. Christopher’s clients include high net worth individuals, individuals other than high net worth, and corporations.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
WA
11/04/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Spokane WA)
WA
09/21/2020 - 11/03/2021
LPL FINANCIAL LLC (SPOKANE WA)
ID
08/19/2019 - 08/14/2020
CUSO FINANCIAL SERVICES, L.P. (Post Falls ID)
CO
10/13/2010 - 07/03/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (FORT COLLINS CO)
CO
05/06/2010 - 10/15/2010
NYLIFE SECURITIES LLC (ARVADA CO)
IA
Issued 02/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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