Simone Lane is a registered investment advisor, based in Benecia, CA, with 13 years of industry experience.
Location
831 East 2nd Street, Suite 101, Benecia, CA, 94510
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Simone is an owner of Lobdell & Lane Wealth Management since 2020 and a financial professional at Enhanced Financial Group since 2024, both DBAs for financial services, dedicating full-time hours to each. Simone also works as a consultant for Bespoke Budgeting, spending about 10% of their time on education and teaching.
Employment History
Current Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
State Registrations6 states
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