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Edward Eugene Lane

Cetera Investment Advisers LLC

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About Edward Eugene Lane

Edward Eugene Lane is a financial advisor with Cetera Investment Advisers LLC. Edward Lane has over 23 years of experience in the financial services industry. Edward Lane holds Series 6, 7, 63, and 66 securities licenses and is registered to provide investment advice in Florida, Georgia, North Carolina, South Carolina, and Texas. Edward Lane specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisers. Prior to joining Cetera Investment Advisers LLC, Edward Lane worked at VOYA FINANCIAL ADVISORS, INC., J.P. TURNER & COMPANY, L.L.C., NATIONWIDE INVESTMENT SERVICES CORPORATION, and THE VARIABLE ANNUITY MARKETING COMPANY. Edward Lane is also the owner of a recording studio called Fast Lane Music and an independent insurance agent.

Firm Information

Edward Lane is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Lane’s Registration & Firm History

GA

06/29/2023 - Present

Cetera Investment Advisers LLC (LAWRENCEVILLE GA)

GA

08/18/2015 - 06/09/2021

VOYA FINANCIAL ADVISORS, INC. (Monroe GA)

GA

05/10/2000 - 12/20/2005

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

OH

09/13/1994 - 09/04/1998

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

TX

06/06/1989 - 10/21/1994

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 9/5/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 3/10/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/17/2015

Series 7 - General Securities Representative Examination

BC

Issued 6/5/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Edward Eugene Lane. Review regulatory record here.
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