Unclaimed
Lane Johnson is a financial professional with over 12 years of experience in the financial services industry. Lane is a registered representative of Cetera Investment Advisers LLC, a registered investment adviser. Lane has been associated with Cetera Investment Advisers LLC since June 2021. Lane also holds a Series 63 and a Series 65 license, as well as the Securities Industry Essentials Examination (SIE) and Series 6 license. Lane previously worked for Avantax Investment Services, Inc., a registered broker-dealer, from December 2009 to August 2021.
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.
A percentage of the total value of assets under management is charged.
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2
LA
10/08/2021 - Present
Cetera Investment Advisers LLC (MANDEVILLE LA)
LA
12/07/2009 - 08/23/2021
AVANTAX INVESTMENT SERVICES, INC. (Mandeville LA)
IA
Issued 12/14/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/22/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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