Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Douglas Lane is a financial professional with over 3 years of experience in the industry. Marshall is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. Marshall is currently registered with First Command Advisory Services, a firm with over 1100 clients and $10 billion to $50 billion in assets under management. Marshall's services include financial planning, portfolio management for individuals, and other financial services.
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.
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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TX
12/07/2023 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 11/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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