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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lane? Claim Your ProfileLane Mcmaster Jones is an investment advisor representative at Evensky & Katz/foldes Wealth Management in CORAL GABLES, FL. Lane is a CERTIFIED FINANCIAL PLANNER™ and CHARTERED FINANCIAL ANALYST® with a background in financial planning and portfolio management. Lane has been a registered investment advisor in Florida since 2005. Lane works with high net worth individuals and families, helping them achieve their financial goals. Lane is a highly experienced and qualified advisor, and is dedicated to providing their clients with the highest level of service.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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FL
02/11/2005 - Present
Evensky & Katz/foldes Wealth Management (CORAL GABLES FL)
IA
Issued 04/13/1998
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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