Eric H. Lane

PARKWOODS WEALTH PARTNERS

AUSTIN, TX

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CRD#: 2948398

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric Lane

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Howard Lane's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

February 18, 2025 - Present

PARKWOODS WEALTH PARTNERS, LLC

RIA

CRD#: 331565

AUSTIN, TX

Past

February 15, 2024 - November 13, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

NEW BRAUNFELS, TX

Past

February 15, 2024 - November 13, 2024

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

NEW BRAUNFELS, TX

Past

October 12, 2015 - February 22, 2024

DIMENSIONAL FUND ADVISORS LP

RIA

CRD#: 106482

AUSTIN, TX

Past

March 24, 2015 - February 22, 2024

DFA SECURITIES LLC

CRD#: 10292

AUSTIN, TX

Past

December 3, 2012 - March 17, 2015

HARTFORD FUNDS DISTRIBUTORS, LLC

CRD#: 45995

WAYNE, PA

Past

June 6, 2006 - December 3, 2012

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

HARTFORD, CT

Past

November 8, 2005 - June 7, 2006

BBVA COMPASS INVESTMENT SOLUTIONS, INC

CRD#: 17086

HOUSTON, TX

Past

October 19, 2004 - August 10, 2005

RESRV PARTNERS, INC.

CRD#: 10273

NEW YORK, NY

Past

August 19, 2002 - September 21, 2004

FUND MANAGEMENT COMPANY

CRD#: 25585

HOUSTON, TX

Past

June 4, 1998 - August 19, 2002

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

Past

September 29, 1997 - December 31, 1997

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARKWOODS WEALTH PARTNERS, LLC

CRD#: 331565 / SEC#: 801-130478

RIA

Registered Investment Advisory firm - (6/13/2024 Approved)

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

Texas
(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

State Security Law Exam

IAR

Series 65

Date: 10/9/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/16/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/18/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/26/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PARKWOODS WEALTH PARTNERS, LLC

CRD#: 331565 / SEC#: 801-130478

RIA

Registered Investment Advisory firm - (6/13/2024 Approved)

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Contact information

Main Address

222 South Central Avenue Suite 550, Clayton, MO 63105

Mailing Address

Phone number

(877) 278-2716

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARKWOODS WEALTH PARTNERS, LLC FORM ADV PART 2A (8/1/2025)

Regulatory assets under management

Total Number of Accounts	745
AUM (Assets Under Management)	$ 408,594,987

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Eric H. Lane

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Howard Lane's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

DIMENSIONAL FUND ADVISORS LP

DFA SECURITIES LLC

HARTFORD FUNDS DISTRIBUTORS, LLC

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BBVA COMPASS INVESTMENT SOLUTIONS, INC

RESRV PARTNERS, INC.

FUND MANAGEMENT COMPANY

INVESCO DISTRIBUTORS, INC.

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

PARKWOODS WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/9/2015

Series 63

Date: 10/16/1997

SIE

Date: 10/1/2018

Series 7

Date: 8/18/2014

Series 6

Date: 9/26/1997

Current Firm

PARKWOODS WEALTH PARTNERS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARKWOODS WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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