Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lane? Claim Your ProfileLane Avery Clevenger is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Lane has been in the industry since 2001. Lane has been registered with Cambridge since 2020. Lane holds a Series 6, 7 and 63 licenses as well as the SIE. Lane has a Certified Financial Planner designation and has provided investment advice to individuals, charitable organizations, and pension and profit-sharing plans. Lane is also a board member for several organizations including Watered Gardens Gospel Rescue Mission, Christ’s Church, Mercy Health Foundation, City of Joplin, and Joplin Redevelopment Corporation.
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
MO
05/15/2020 - Present
Cambridge Investment Research Advisors, Inc. (Joplin MO)
MO
02/04/2004 - 05/21/2020
VOYA FINANCIAL ADVISORS, INC. (JOPLIN MO)
MN
06/12/2001 - 02/04/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 04/30/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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