Michael Lane is a registered investment advisor, based in Oaks, PA, with 35 years of industry experience.
Location
One Freedom Valley Drive, Oaks, PA, 19456
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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.
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Michael is an advisory board member for FinServ Foundation, a non-investment related foundation providing coaching to college seniors entering the financial services industry. He attends less than 3 advisory board meetings a year, each lasting 1-2 hours, dedicating minimal time to this activity.
Employment History
Current Registrations
Sei Investments Distribution CO.
Sei Investments Management CORP
Sei Investments Distribution CO.Broker
Previous Registrations
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Dimensional Smartnest (US) LLC
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
Teachers Personal Investors Services, INC.Broker
Intersecurities, INC.Broker
Afsg Securities CorporationBroker
The Dreyfus Service CorporationBroker
Leigh D. Baldwin & CO., INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 states
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.