James M. Laneve
Professional summary
Being a previously registered professional could mean that this person 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.
James Michael Laneve, CFP®, who also goes by Jim Laneve, was a registered financial professional .
James is a previously registered financial professional and started their career in finance in 1999. James had worked at 3 firms and has passed the Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2002
Experience
March 8, 2010 - October 6, 2025
CHARMARLINE WEALTH MANAGEMENT LLC
June 3, 2002 - February 26, 2010
VALIC FINANCIAL ADVISORS, INC.
April 14, 1999 - December 31, 2001
THE VARIABLE ANNUITY MARKETING COMPANY
April 14, 1999 - February 26, 2010
VALIC FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CHARMARLINE WEALTH MANAGEMENT LLC
CRD#: 152697 / SEC#: 801-132335
Contact information
Regulatory assets under management
| Total Number of Accounts | 293 |
| AUM (Assets Under Management) | $ 111,851,095 |
Red Flags
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