Daniel Lane
Daniel Lane is a registered investment advisor at Raymond James & Associates, INC., based in Belleville, IL, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
23 Public Square, Suite 450, Belleville, IL, 62260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a freshman boys basketball coach at Waterloo High School, dedicating a few hours per week to this role. This activity is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 states
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