John Lane is a CFP-designated registered investment advisor at Lane Florence, LLC, based in Cameron Park, CA, with 43 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, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 14 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Lane Florence does not directly manage client investments. They provide financial planning and investment consulting services, and clients are responsible for implementing any recommendations. If a client wants investment management, the firm's representatives can provide those services through Cambridge Investment Research Advisors, but this is a separate arrangement.
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.