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James Michael Laneve

Laneve Financial Guidance LLC

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About James Michael Laneve

James Michael Laneve is a financial advisor with Laneve Financial Guidance LLC in Lynchburg, Virginia. James Michael Laneve has been a registered investment advisor since 2010 and previously worked at VALIC Financial Advisors, Inc. and The Variable Annuity Marketing Company. James Michael Laneve is a Certified Financial Planner and holds the Series 6, Series 7 and Series 63 licenses. James Michael Laneve has experience in portfolio management for individuals.

Firm Information

James Laneve is currently registered with Laneve Financial Guidance LLC. Laneve Financial Guidance LLC is an investment advisor registered with the SEC. The firm manages approximately $109,186,152 in regulatory assets, with $108,348,752 of this amount being discretionary. Laneve Financial Guidance LLC provides portfolio management services for individuals, with a client base consisting of 40 high-net-worth individuals and 83 individuals other than high-net-worth.

$109.19M

Assets Under Management

Not reported

Total Clients

1

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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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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percentage of assets

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

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James Laneve’s Registration & Firm History

VA

03/08/2010 - Present

Laneve Financial Guidance LLC (LYNCHBURG VA)

VA

04/14/1999 - 02/26/2010

VALIC FINANCIAL ADVISORS, INC. (RICHMOND VA)

TX

04/14/1999 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

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Licenses & Designations

BC

Issued 04/13/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/09/1999

Series 7 - General Securities Representative Examination

BC

Issued 04/13/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Michael Laneve.
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