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Angela Lane
10 Years of Experience
Pensacola, FL
4 DisclosuresBroker
Angela Lane is a registered investment advisor at Wells Fargo Advisors, based in Pensacola, FL, with 10 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
316 S Baylen St, Ste 509 5th Fl, Pensacola, FL, 32502
Get directionsHistory
Regulatory History (4)
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Financial
January 2020Final
Financial
January 2019Pending
Financial
May 2018Final
Financial
September 2016Final
Employment History
Current Registrations
Wells Fargo Advisors
August 2021 - Present · 4 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2016 - August 2021 · 5 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
May 2016 - August 2021 · 5 yrs 3 mos
Morgan Stanley
February 2016 - May 2016 · 3 mos
Morgan StanleyBroker
July 2015 - May 2016 · 10 mos
State Registrations34 states
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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.