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Susan Elizabeth Lane

Allstate Financial Services, LLC

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About Susan Elizabeth Lane

Susan Lane is a financial professional with over 17 years of experience in the industry. She is currently registered with Allstate Financial Services, LLC and has previously worked with a number of other financial institutions. She holds Series 7 and Series 63 licenses, as well as the SIE and Series 65 exams. Susan has a history of serving clients in Georgia, New York, Colorado, Washington D.C., Illinois and New York.

Firm Information

Susan Lane is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

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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Susan Lane’s Registration & Firm History

GA

07/29/2020 - Present

Allstate Financial Services, LLC (Cartersville GA)

NY

08/20/2012 - 03/04/2019

NYLIFE DISTRIBUTORS LLC (SLEEPY HOLLOW NY)

CO

11/04/2010 - 02/04/2011

JANUS DISTRIBUTORS LLC (DENVER CO)

DC

06/22/2007 - 12/01/2008

ICMA-RC SERVICES, LLC (WASHINGTON DC)

GA

07/28/2004 - 04/09/2007

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (ATLANTA GA)

GA

07/28/2004 - 04/09/2007

MUTUAL OF AMERICA SECURITIES CORPORATION (ATLANTA GA)

IL

04/29/2003 - 07/27/2004

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

NY

06/05/2000 - 01/22/2003

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/23/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/12/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Elizabeth Lane.
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