Advisor at Douglas C. Lane & Associates
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Douglas C. Lane & Associates
Location
Boca Grande, FL 33921
Credentials
Series 65
Industry experience
10 years
Based on Douglas C. Lane & Associates
Based on Douglas C. Lane & Associates
$0 - $5 million: 1.00% $5 million - $15 million: 0.75% $15 million - $30 million: 0.60% $30 million - $50 million: 0.50% $50 million+: 0.30%
Account minimum: $1,000,000 Fee-only: Clients pay asset-based fees; no commissions are received by the firm or employees.
341 Palm Avenue
Boca Grande, FL 33921
Florida · Texas
DCLA Partners LLC
2016 - 2020 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
CFP®, Series 66
Bokeelia, FL
Spyrnal Financial Group
Series 63, Series 65
Boca Grande, FL
Douglas C. Lane & Associates
Series 65
Placida, FL
Markowski Investments
Series 63
Boca Grande, FL
Ingalls & Snyder, LLC
Series 66
Bokeelia, FL
Steward Partners Investment Advisory, LLC
Series 63, Series 65
Cape Coral, FL
FIFTH THIRD SECURITIES, Inc.
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