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Paul Michael Lane

Armstrong Advisory Group Inc.

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About Paul Michael Lane

Paul Michael Lane is a financial advisor with Armstrong Advisory Group Inc. Paul is a licensed insurance agent/producer and co-hosts the radio program “The Financial Exchange” and the podcast "Dumb Questions for Smart Money." Paul has been a financial advisor since 2012 and holds the Series 7, 31, and 66 licenses. Paul is also a Certified Financial Planner.

Firm Information

Paul Lane is currently registered with Armstrong Advisory Group Inc.. Armstrong Advisory Group Inc. is an investment advisor registered with the SEC, located in NEEDHAM, MA, United States. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. They manage approximately $1 billion - $10 billion in assets and have a wrap fee program available for their clients.
Armstrong Advisory Group Inc.

144 GOULD STREET

NEEDHAM, MA 02494

$1.22B

Assets Under Management

Not reported

Total Clients

13

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Lane’s Registration & Firm History

RI

05/25/2022 - Present

Armstrong Advisory Group Inc. (Cranston RI)

MA

05/24/2019 - 06/01/2022

SECURITIES AMERICA, INC. (NEEDHAM MA)

MA

02/19/2016 - 05/17/2019

MORGAN STANLEY (WELLESLEY MA)

MA

09/28/2012 - 02/22/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)

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Licenses & Designations

BOTH

Issued 06/29/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2016

Series 31 - Futures Managed Funds Examination

BC

Issued 09/27/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Michael Lane.
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