Benjamin Lane
Benjamin Lane is a registered investment advisor at Wells Fargo Advisors, based in Fort Myers, FL, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1531 Hendry Street, Fort Myers, FL, 33901
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2009Other Business Activities
Benjamin owns 99% of Lane Wealth Management, LLC, dedicating full-time hours to the investment-related business. He also owns 50% of Big Heffer, LLC with his spouse, spending minimal time on this investment-related real estate purchase.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations9 states
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