Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Douglas Lane is a financial professional with over nine years of experience in the industry. James has a Series 7 and SIE license and has been registered with Charles Schwab & Co., Inc. since May 2021. Before joining Charles Schwab, James worked for Raymond James & Associates, Inc. in Southfield, MI. James is currently located at the Orlando, FL branch office of Charles Schwab.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
05/20/2021 - Present
Charles Schwab & CO., Inc. (Orlando FL)
MI
04/22/2011 - 10/09/2020
RAYMOND JAMES & ASSOCIATES, INC. (SOUTHFIELD MI)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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