Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edgar Lane is a financial advisor with over 30 years of experience in the industry. William has a wide range of experience with different firms, including Raymond James & Associates, Inc., IFP Securities, LLC and Brean Capital, LLC. William currently works with Raymond James & Associates, Inc., in the St. Petersburg, Florida branch office. William is also a licensed General Securities Principal, a General Securities Representative and holds the Series 63 and SIE exams. William works with a range of clients, including individuals, high-net-worth individuals, businesses, insurance companies, charitable organizations, and pension plans. William offers investment advisory services such as financial planning, portfolio management, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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
FL
05/06/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
04/06/2021 - 04/22/2022
IFP SECURITIES, LLC (TAMPA FL)
FL
03/19/2018 - 02/14/2019
BREAN CAPITAL, LLC (ST PETERSBURG FL)
FL
02/20/2013 - 02/28/2018
D.A. DAVIDSON & CO. (ST. PETERSBURG FL)
FL
09/20/1996 - 02/27/2013
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
07/12/1995 - 09/20/1996
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
08/02/1993 - 04/06/1995
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
FL
08/30/1991 - 08/05/1993
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 10/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/1995
Series 24 - General Securities Principal Examination
BC
Issued 05/18/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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