Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lane is a financial advisor based in North Liberty, Iowa. James has been in the financial services industry since November 2, 1993. James is currently registered with Private Client Services, LLC and is licensed in Iowa. Prior to joining Private Client Services, LLC, James was employed with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, CAMBRIDGE INVESTMENT RESEARCH, INC., and HEARTLAND INVESTMENT ASSOCIATES, INC. James specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. James offers educational seminars and selection of other advisors. James provides financial advice to individuals, corporations or other businesses, high-net-worth individuals, and pension and profit sharing plans.
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.
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.
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.
1
2
IA
01/02/2020 - Present
Private Client Services, LLC (NORTH LIBERTY IA)
IA
07/15/2016 - 01/02/2020
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CORALVILLE IA)
IA
02/06/2013 - 07/28/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (CORALVILLE IA)
IA
11/03/1993 - 02/08/2013
HEARTLAND INVESTMENT ASSOCIATES, INC. (IOWA CITY IA)
BC
Issued 11/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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