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David James Lane

DAVID JAMES FINANCIAL·NORTH LIBERTY, Iowa
Unclaimed Profile
595 ASHLEY COURT SUITE 2, NORTH LIBERTY, IA 52317CRD# 6373550Firm CRD# 306301
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About

David James Lane is a registered financial advisor based in NORTH LIBERTY, Iowa, affiliated with DAVID JAMES FINANCIAL. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
DAVID JAMES FINANCIAL
DAVID JAMES FINANCIAL
AUM
$97M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at DAVID JAMES FINANCIAL →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6373550
Firm CRD# 306301
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David James Lane offer?
David James Lane specializes in Investment Management, Fee-Only Advisory. Contact their office in NORTH LIBERTY, Iowa for a consultation.
What are David James Lane's credentials?
David James Lane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David James Lane located?
David James Lane is based in NORTH LIBERTY, Iowa, working with DAVID JAMES FINANCIAL. Their office serves clients in the NORTH LIBERTY metropolitan area and surrounding communities.
How does David James Lane charge for services?
David James Lane's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVID JAMES FINANCIAL?
DAVID JAMES FINANCIAL has approximately 3 employees and manages $97M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NORTH LIBERTY
Timothy Ryan Hawkins — TRH FINANCIAL LLCAaron Michael Robertson — TRH FINANCIAL LLCAngela Sue Breitsprecher — TRH FINANCIAL LLCDavid Patrick Senkyr — DAVID JAMES FINANCIAL
Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)
City Guides
DES MOINES GuideWEST DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideDAVENPORT Guide
Research
Advisor Fees in IowaNational Fee Analysis
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