Austin Lane
Austin Lane is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Helotes, TX, with 13 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
14751 Old Bandera Rd #1101, Helotes, TX, 78023
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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
Austin sells fixed insurance products (annuities) with various companies, dedicating a few hours per week. He is also the President of Greenwing Wealth Management LLC, spending nearly full-time overseeing client relationships and providing financial planning and investment advice.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
American Funds Distributors, INC.Broker
American Funds Distributors, INC.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations11 states
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