Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lane? Claim Your ProfileLane Steel is a financial advisor who has been in the industry since 2004. Lane is currently registered with Independent Financial Group, LLC, and has previously worked with LPL Financial LLC, Wells Fargo Advisors, LLC, Key Investment Services LLC and Edward Jones. Lane Steel holds Series 7, Series 63, Series 65 and SIE licenses. Lane Steel has experience working with individuals, businesses, and charitable organizations. Lane Steel provides financial planning, portfolio management, and other services to clients.
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.
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.
1
2
ID
03/17/2021 - Present
Independent Financial Group, LLC (REXBURG ID)
ID
10/17/2016 - 03/17/2021
LPL FINANCIAL LLC (REXBURG ID)
WY
09/25/2014 - 10/26/2016
WELLS FARGO ADVISORS, LLC (AFTON WY)
ID
01/26/2012 - 09/25/2014
KEY INVESTMENT SERVICES LLC (IDAHO FALLS ID)
ID
06/15/2004 - 01/23/2012
EDWARD JONES (REXBURG ID)
IA
Issued 09/08/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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