Christina J. Lane
Professional summary
Christina Johnson Lane, who also goes by Christina Johnson, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Marietta, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Marietta, Georgia.
Christina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Christina has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christina Johnson Lane's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 21, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 2880 Shallowford Rd, Marietta, GA 30066April 1, 2013 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 2880 Shallowford Rd, Marietta, GA 30066April 3, 2013 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
March 25, 2008 - April 1, 2013
BB&T INVESTMENT SERVICES, INC.
March 18, 2008 - April 1, 2013
BB&T INVESTMENT SERVICES, INC.
September 19, 2006 - March 4, 2008
NBC SECURITIES, INC.
September 19, 2006 - March 4, 2008
NBC SECURITIES, INC.
August 3, 2005 - September 21, 2006
WELLS FARGO CLEARING SERVICES, LLC
April 23, 2005 - September 21, 2006
WELLS FARGO CLEARING SERVICES, LLC
November 24, 2000 - April 23, 2005
SOUTHTRUST SECURITIES, LLC
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/6/2018)
(9/6/2018)
(9/6/2018)
(9/6/2018)
(4/1/2013)
(4/1/2013)
(9/21/2016)
(9/4/2018)
(9/6/2018)
(9/6/2018)
(9/6/2018)
(9/6/2018)
(9/7/2018)
(9/6/2018)
(9/6/2018)
(4/26/2018)
(9/6/2018)
(9/6/2018)
(3/31/2017)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
