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David James Lane

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David James Lane · NORTH LIBERTY, IA
Registration
CRD #6373550 · DAVID JAMES FINANCIAL
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

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
Introduction

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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
View on FINRA BrokerCheck →

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05

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 at DAVID JAMES FINANCIAL

David Patrick Senkyr
NORTH LIBERTY, IA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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