Frederick Mark Lane
Investment adviser representative at Finivi Inc.
34 yearsExperience
1 stateRegistered in
ChFC®Designation
$308.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
34 years in the industry.
- Finivi Inc.Mar 2018 to now
- Aspencross Wealth Management, Inc.Mar 2018 to now
- Triad AdvisorsMar 2018 to Mar 2020
- Signator Investors, Inc.Oct 1992 to Mar 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (MA).
Finivi Inc.
$308.4MAssets managed
683Clients
7Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2282828
- Firm CRD
- 292329