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John D Lane

Legacy Wealth Management, LLC

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About John D Lane

John D Lane is a financial advisor at Legacy Wealth Management, LLC, a firm that provides investment advice to a wide range of clients, including individuals, corporations, and pension plans. John has been in the industry for over 11 years and has a strong track record of success. John has also worked for LION STREET FINANCIAL, LLC and AMERITAS INVESTMENT COMPANY, LLC.

Firm Information

John Lane is currently registered with Legacy Wealth Management, LLC. Legacy Wealth Management, LLC is an investment advisor registered with the SEC. Located in Boise, Idaho, the firm has 11 licensed agents, 23 investment advisor representatives, and 16 investment advisory functions. They manage over $373 million in assets for 3,537 clients, primarily high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. They offer a range of advisory services including financial planning, portfolio management for individuals, and selection of other advisors.
Legacy Wealth Management, LLC

13965 W. CHINDEN BLVD.

BOISE, ID 83713

$373.21M

Assets Under Management

Not reported

Total Clients

26

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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John Lane’s Registration & Firm History

ID

10/23/2023 - Present

Legacy Wealth Management, LLC (Meridian ID)

CA

05/07/2021 - 10/16/2023

LION STREET FINANCIAL, LLC (San Ramon CA)

CA

11/21/2011 - 05/19/2021

AMERITAS INVESTMENT COMPANY, LLC (SAN RAMON CA)

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Licenses & Designations

IA

Issued 04/03/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/23/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2015

Series 7 - General Securities Representative Examination

BC

Issued 11/18/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John D Lane.
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