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Cheryl Anne Lane

CRD# 2085428·Registered 1990 - 2018
Previously Registered: Being a previously registered professional could mean that Cheryl is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Cheryl Anne Lane, who also goes by Cheryl Anne Burger, Cheryl Anne Hubbard, Cheryl Burger Lane, was a registered financial advisor. Cheryl was a previously registered financial professional and started their career in finance 1990 - 2018. Cheryl had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 27, Series 53 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Cheryl Anne Burger, Cheryl Anne Hubbard, Cheryl Burger Lane

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

36 years in the financial services industry

Current & Past Employments

CHRYSALIS CAPITAL GROUP, LLC·CRD# 138499
BD
San Francisco, CA
April 21, 2006 - August 20, 2018
FIRST ALLIED SECURITIES, INC.·CRD# 32444
RIA
San Francisco, CA
March 26, 2004 - March 21, 2005
FIRST ALLIED SECURITIES, INC.·CRD# 32444
BD
San Francisco, CA
March 26, 2004 - March 28, 2006
OSAIC WEALTH, INC.·CRD# 23131
RIA
San Francisco, CA
January 26, 2004 - March 26, 2004
OSAIC WEALTH, INC.·CRD# 23131
BD
Scottsdale, AZ
January 26, 2004 - March 26, 2004
WORLD WIDE WEALTH LLC·CRD# 111501
RIA
San Francisco, CA
April 12, 2000 - December 31, 2018
LPL FINANCIAL LLC·CRD# 6413
RIA
San Francisco, CA
December 31, 1997 - January 23, 2004
LPL FINANCIAL LLC·CRD# 6413
BD
Fort Mill, SC
May 27, 1993 - January 23, 2004
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES·CRD# 4039
BD
New York, NY
January 14, 1992 - March 5, 1993
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
New York, NY
January 14, 1992 - March 5, 1993
TRANSAMERICA FINANCIAL ADVISORS, INC.·CRD# 3600
BD
Los Angeles, CA
May 17, 1991 - January 7, 1992
INTERFIRST CAPITAL CORPORATION·CRD# 7659
BD
Los Angeles, CA
August 31, 1990 - December 19, 1990

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Current Firm

CC
CHRYSALIS CAPITAL GROUP, LLC

CHRYSALIS CAPITAL GROUP, LLC

CRD#: 138499 / SEC#: 8-67166
BD
Terminated by SEC on 09/18/2018

Contact Information

Established

Delaware since 12/27/2003

Firm Type

Limited Liability Company

Fiscal Year End

December

Documents

Direct owners and executive officers

NamePositionCRD#
LANE, CHERYL ANNECCO/CFO/FINOP2085428

Disclosures

Regulatory Event

1

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 1996About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1990About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Aug 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed May 2001About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Aug 1990About the Series 7 exam

Series 27 — Financial and Operations Principal Examination

Passed Jul 2004About the Series 27 exam

Series 53 — Municipal Securities Principal Examination

Passed Feb 2004About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed Dec 1996About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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