Unclaimed
Gary Lynn Lane is a financial professional with over 20 years of experience in the industry. Gary is registered with LPL Financial LLC in Texas and Colorado. Gary has been associated with LPL Financial LLC since 2012 and previously worked at LINCOLN FINANCIAL SECURITIES CORPORATION, SECURITIES AMERICA, INC., NATIONAL PLANNING CORPORATION, and 1ST GLOBAL CAPITAL CORP. Gary holds Series 7 and Series 66 licenses and is also a Certified Public Accountant (CPA). Gary offers a variety of services including financial planning, portfolio management, and investment advisory services. Gary is dedicated to providing clients with personalized financial advice to help them 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
08/24/2021 - Present
LPL Financial LLC (LUBBOCK TX)
TX
11/15/2007 - 11/21/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (LUBBOCK TX)
TX
11/01/2002 - 11/27/2007
SECURITIES AMERICA, INC. (LUBBOCK TX)
CA
08/31/2001 - 10/31/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
TX
12/14/1998 - 09/22/2001
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 01/26/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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