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Christine Lane

32 Years of Experience
Pittsford, NY
BrokerSells Insurance

Christine Lane is a registered investment advisor, based in Pittsford, NY, with 32 years of industry experience.

Location

1000 Pittsford Victor Rd., Pittsford, NY, 14534

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christine sells fixed insurance as an agent and co-owns a residential rental property. She also serves as a board member for Mary Cariola Center, holds power of attorney, and works as a wealth advisor for The Platinum Wealth Group and The Ameriflex Group, spending nearly full-time hours on these activities, which include life insurance and annuity consulting.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 1 yr 1 mo
The Ameriflex Group
December 2023 - Present · 2 yrs 7 mos
Previous Registrations
Osaic Wealth, INC.Broker
December 2023 - July 2025 · 1 yr 7 mos
Commonwealth Financial Network
June 2021 - December 2023 · 2 yrs 6 mos
Commonwealth Financial NetworkBroker
September 2019 - December 2023 · 4 yrs 3 mos
LPL Financial LLCBroker
March 2014 - October 2019 · 5 yrs 7 mos
Invest Financial CorporationBroker
April 2013 - March 2014 · 11 mos
Capitol Securities Management, INC.Broker
February 2011 - March 2013 · 2 yrs 1 mo
Key Investment Services LLCBroker
February 2009 - March 2009 · 1 mo
M&t Securities, INC.Broker
July 2006 - February 2007 · 7 mos
Citicorp Financial Services,inc.Broker
June 1991 - June 1992 · 1 yr
Citicorp Investment ServicesBroker
March 1990 - July 2006 · 16 yrs 4 mos
Dean Witter Reynolds INC.Broker
February 1988 - November 1988 · 9 mos
Power Securities CorporationBroker
November 1987 - February 1988 · 3 mos
State Registrations4 states
FLGAINNY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Christine Lane - Financial Advisor | TrueAdvisor