Damon W. Lane

AWARE INVESTING,

Woodland Park, CO

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CRD#: 1531800

Professional summary

Damon Wade Lane is a registered financial advisor currently at AWARE INVESTING, INC located in Woodland Park, Colorado.

Damon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Damon has worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. LANE FINANCIAL MANAGEMENT INC. 432 GRAY HORSE CIRCLE, WOODLAND PARK, CO 80863. SELLING OF FIXED ANNUITIES. 4 HRS. PER DAY. RECEIVE COMMISSIONS FROM THE COMPANIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Damon Wade Lane's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 24, 2007 - Present

AWARE INVESTING, INC

RIA

CRD#: 144809

Woodland Park, CO

Past

February 21, 2006 - September 27, 2007

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

WOODLAND PARK, CO

Past

January 13, 2006 - September 27, 2007

USA FINANCIAL SECURITIES LLC

CRD#: 103857

WOODLAND PARK, CO

Past

March 4, 1997 - December 31, 2005

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

CINCINNATI, OH

Past

March 15, 1988 - March 3, 1997

MML INVESTORS SERVICES, LLC

CRD#: 10409

Past

December 23, 1987 - February 29, 1988

BOARDWALK CAPITAL CORPORATION

CRD#: 10279

Past

August 26, 1986 - March 3, 1997

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(9/24/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/16/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/29/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/5/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/25/1986

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AWARE INVESTING, INC

AWARE INVESTING, INC | LANE FINANCIAL MANAGEMENT, INC. | LANE FINANCIAL MANAGEMENT | AWARENESS INVESTING

CRD#: 144809 / SEC#:

Colorado

Registered Investment Advisory firm - (9/24/2007 Approved)

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Contact information

Main Address

Colorado Springs, CO

Mailing Address

Phone number

(719) 590-1820

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 3,900,000

Red Flags

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Damon W. Lane

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Damon Wade Lane's CRS (Customer Relationship Summary).

Certified licenses

Experience

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

THE O.N. EQUITY SALES COMPANY

MML INVESTORS SERVICES, LLC

BOARDWALK CAPITAL CORPORATION

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/16/2006

Series 63

Date: 7/29/1986

Series 7

Date: 12/5/1996

Series 6

Date: 8/25/1986

Current Firm

AWARE INVESTING, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AWARE INVESTING, INC

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