William Lowry Lane
Investment adviser representative at Ethos Financial Group, LLC
10 yearsExperience
1 stateRegistered in
$2.1BFirm assets
4 yearsFirm in business
Are you William Lowry Lane? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Ethos Financial Group, LLCAug 2022 to now
- Almanack Investment PartnersFeb 2019 to Aug 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2019
- Wells Fargo Advisors LLCJan 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (PA).
Ethos Financial Group, LLC
$2.1BAssets managed
1,808Clients
35Advisers
4 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
- 4614689
- Firm CRD
- 321748