Lawrence C. Lane
Professional summary
Lawrence Craig Lane, CFP®, who also goes by Larry Lane, Lawrence C. Lane, is a registered financial advisor currently at L SQUARED WEALTH MANAGEMENT located in San Diego, California.
Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Lawrence has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lawrence Craig Lane's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
March 7, 2014 - Present
L SQUARED WEALTH MANAGEMENT
April 3, 2013 - February 21, 2014
FIDELITY BROKERAGE SERVICES LLC
August 19, 2011 - April 15, 2013
AMERITAS INVESTMENT COMPANY, LLC
August 4, 2011 - April 15, 2013
AMERITAS INVESTMENT COMPANY, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/7/2014)
Exams
Current Firm
L SQUARED WEALTH MANAGEMENT
CRD#: 170468 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 51 |
| AUM (Assets Under Management) | $ 20,836,927 |
Red Flags
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