Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fawn? Claim Your ProfileFawn Lane is an investment advisor representative at IHT Wealth Management LLC, a registered investment advisor firm based in Lutz, FL. Fawn Lane is a CERTIFIED FINANCIAL PLANNER™ professional who has been in the financial services industry since 2006. Fawn Lane has a proven track record of success in providing financial planning and investment management services to individuals, families, and businesses. Fawn Lane holds the Series 6, 7, and 63 securities licenses, as well as the Series 65 investment advisor representative license. Fawn Lane is dedicated to helping clients achieve their financial goals.
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.
Financial planning fees
1
2
FL
03/13/2019 - Present
IHT Wealth Management LLC (Lutz FL)
TX
06/13/2006 - 07/19/2012
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
BC
Issued 02/16/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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