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Lane Rader O'Connor

Clarendon Insurance Agency, Inc.

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About Lane Rader O'Connor

Lane O'Connor is a financial advisor with Clarendon Insurance Agency, Inc. Lane has been in the securities industry since September 2005 and has a strong track record of success in providing investment advice to clients. Lane is licensed to sell securities in California and Nevada. Lane has passed the Series 6, Series 7, Series 63 and SIE exams. Lane specializes in providing investment advice to individuals and families.

Firm Information

Lane O'Connor is currently registered with Clarendon Insurance Agency, Inc.. Clarendon Insurance Agency, Inc. is a Corporation formed in 1968-03-04. They are registered to operate in 50 states and have 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

96

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.

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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Lane O'Connor’s Registration & Firm History

MA

10/13/2023 - Present

Clarendon Insurance Agency, Inc. (WALTHAM MA)

NC

03/06/2017 - 10/02/2023

BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)

CA

08/22/2005 - 03/06/2017

METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)

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Licenses & Designations

BC

Issued 08/31/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/2006

Series 7 - General Securities Representative Examination

BC

Issued 08/19/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lane Rader O'Connor.
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