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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lane is a financial advisor with William Blair, a firm that has been serving clients since 1939. Christopher has over 20 years of experience in the financial services industry, and currently holds Series 7, 24, 63, 79TO, and SIE licenses. Christopher's primary focus is providing investment advice and portfolio management for individuals and businesses. Christopher has held prior roles at Jefferies LLC, Broadview International LLC, and Deutsche Bank Securities Inc.
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.
Equity research services
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.
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2
CA
07/11/2013 - Present
William Blair (SAN FRANCISCO CA)
CA
02/27/2004 - 07/11/2013
JEFFERIES LLC (SAN FRANCISCO CA)
NY
10/05/2001 - 02/27/2004
BROADVIEW INTERNATIONAL LLC (NEW YORK NY)
NY
01/20/1997 - 07/14/1999
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 10/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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