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CFP

Christina Florence

Lane Florence, LLC
22 Years of Experience
Folsom, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Christina Florence is a CFP-designated registered investment advisor at Lane Florence, LLC, based in Folsom, CA, with 22 years of industry experience. Christina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Federal Employees, Insurance Planning, and 2 more. Their firm serves 14 clients.

Lane Florence, LLC
Compensation
Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)
  • Hourly financial planning — $200 to $250 per hour, depending on the complexity of your situation and the specific advisor, covering comprehensive or modular financial plans and ongoing consultations
  • Group retirement plan participant account reviews — $300 to $1,500 per individual review, depending on the number of accounts and assets reviewed
  • Employer plan startup fee — up to $2,500 for employers engaging Lane Florence to research and structure a retirement plan
One-Time Plan:$300 - $1,500
Hourly Rate:$200 - $250/hr
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Location

850 Iron Point Rd, Ste 154, Folsom, CA, 95630

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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

Christina is an independent insurance agent since 2004. She also serves as a board member for a homeowner's association and is a managing member of a family LLC investing in real estate, as well as an advisory rep of a RIA.

Employment History
Current Registrations
Lane Florence, LLC
October 2007 - Present · 19 yrs
Cambridge Investment Research Advisors, INC.
March 2005 - Present · 21 yrs 7 mos
Cambridge Investment Research, INC.Broker
May 2004 - Present · 22 yrs 5 mos
Previous Registrations
Cambridge Investment Reserarch, INC.
June 2004 - March 2005 · 9 mos
State Registrations3 states
CATXUT
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.
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