Unclaimed
Douglas Calder Lane is a Registered Investment Advisor with Douglas C. Lane & Associates. Douglas has been in the industry since July 1994 and has experience providing financial advice to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Douglas's firm provides financial planning, portfolio management for individuals and businesses, and credit, cash management, and insurance solutions. Douglas is registered in Texas and Florida.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit, cash management, and insurance solutions
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.
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FL
03/02/2016 - Present
Douglas C. Lane & Associates (Boca Grande FL)
IA
Issued 04/02/1992
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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