Fawn Lane
Fawn Lane is a CFP-designated registered investment advisor at Lincoln Investment, based in Land O Lakes, FL, with 19 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
20719 Sterlington Dr., Ste. 102, Land O Lakes, FL, 34638
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Fawn operates a business entity for tax/investment purposes and provides investment advisory services through IHT Wealth Management LLC, spending a few hours per week on each. She also has a non-variable insurance business and works as a trainer at Parallax Fitness, dedicating about a quarter of her time to Bay Area Wealth Management.
Employment History
Current Registrations
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Iht Wealth Management LLC
Independent Financial Partners
LPL Financial LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations18 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.