Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Dale Lane is a financial advisor with over 30 years of experience in the industry. John currently works with Cambridge Investment Research Advisors, Inc. and Lane Florence, LLC. John is a Certified Financial Planner™ professional. John holds Series 6, Series 22, and SIE licenses. John also has experience as a softball coach, an independent insurance agent, and an advisory representative of a registered investment advisor.
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.
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.
Solicitation fees from 3rd party money managers
1
2
CA
03/28/2005 - Present
Cambridge Investment Research Advisors, Inc. (CAMERON PARK CA)
CA
06/15/2000 - 12/31/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (CAMERON CA)
IA
06/10/1993 - 06/16/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
02/12/1992 - 05/04/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
12/18/1989 - 01/21/1992
CENTURY INVESTORS OF AMERICA, INC.
MN
12/08/1981 - 10/03/1989
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/12/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure John Lane is the right advisor for you? Invested Better is here to help.
