Eric Howard Lane
CFP®Professional Summary
Eric Howard Lane, CFP®, who also goes by Eric Lane, is a registered financial advisor currently at PARKWOODS WEALTH PARTNERS, LLC located in Austin, Texas. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Eric has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Eric Lane
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
29 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
PARKWOODS WEALTH PARTNERS, LLC
Contact Information
Main Address
222 South Central Avenue Suite 500, Clayton, MO 63105Phone Number
(877) 278-2716# of Employees
49SEC notice filing (31 States and Territories)
Registered to provide investment advisory services in 31 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,583AUM (Assets Under Management)
$1,785,063,018Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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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Primary Firm SEC Registration
PARKWOODS WEALTH PARTNERS, LLC
State Registrations and Notice Filings
(2/18/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 1997About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Eric Howard Lane's CRS (Customer Relationship Summary).
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