Lane M. Weintraub
Professional summary
Lane Mark Weintraub, who also goes by Lane Weintraub, is a registered financial advisor currently at PRIMA WEALTH located in Highlands Ranch, Colorado.
Lane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Lane has worked at 6 firms and has passed the Series 66, Series 63, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lane Mark Weintraub's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 16, 2016 - Present
PRIMA WEALTH
March 29, 2016 - October 31, 2016
WEALTHSOURCE®
July 13, 2011 - October 31, 2016
AVANT-GARDE ADVISORS LLC
May 13, 2008 - March 14, 2011
CHARLES SCHWAB & CO., INC.
February 5, 2003 - December 31, 2005
CHARLES SCHWAB & CO., INC.
April 16, 1999 - March 14, 2011
CHARLES SCHWAB & CO., INC.
June 21, 1996 - October 8, 1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 22, 1994 - May 6, 1996
J. B. HANAUER & CO.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/22/2016)
(9/26/2016)
(9/16/2016)
(2/25/2019)
Exams
Current Firm
PRIMA WEALTH
CRD#: 284143 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 211 |
| AUM (Assets Under Management) | $ 79,941,906 |
Red Flags
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