Paul Lane (CRD# 5801847) is an Investment Advisor Representative working at Armstrong Advisory Group Inc. in Needham, MA and has over 10 years of experience in the finance industry. Paul Lane has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Armstrong Advisory Group Inc. | Needham, MA | May 2022 - Current | 2 |
Securities America, Inc. | Needham, MA | May 2019 - May 2022 | 3 |
Securities America Advisors, Inc. | Needham, MA | May 2019 - May 2022 | 3 |
Morgan Stanley Private Bank, N.a. | New York, NY | Jan 2017 - May 2019 | 2 |
Morgan Stanley | Wellesley, MA | Feb 2016 - May 2019 | 3 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley Hills, MA | May 2012 - Feb 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
- MA
- RI
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Total Assets Under Management1,221MILLIONS
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Total Number of Accounts3,684ACCOUNTS
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Average Account Value$331,519
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WY
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