John Lane is a CFP-designated registered investment advisor at Lane Florence, LLC, based in Cameron Park, CA, with 44 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Federal Employees, Insurance Planning, and 2 more. Their firm serves 14 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Hourly financial planning — $200 to $250 per hour, depending on the complexity of your situation and the specific advisor, covering comprehensive or modular financial plans and ongoing consultations
- Group retirement plan participant account reviews — $300 to $1,500 per individual review, depending on the number of accounts and assets reviewed
- Employer plan startup fee — up to $2,500 for employers engaging Lane Florence to research and structure a retirement plan
Location
3108 Ponte Morino Dr, Ste 211, Cameron Park, CA, 95682
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a softball coach at Ponderosa High School, dedicating a few hours per week to this activity. He is also an independent insurance agent and an advisory representative of a RIA, spending nearly full-time on the latter.
Employment History
Current Registrations
Lane Florence, LLC
Cambridge Investment Research Advisors, INC.
Previous Registrations
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
Princor Financial Services CorporationBroker
New England SecuritiesBroker
Century Investors of America, INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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