Lane Merrill Johnson
Investment adviser representative at Cetera Investment Advisers LLC
19 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Lane Merrill Johnson? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Cetera Investment Advisers LLCJun 2021 to now
- Cetera Financial Specialists LLCJun 2021 to now
- Johnson Financial LLC dba for InvestmentsJan 2007 to now
- Avantax Advisory ServicesJan 2011 to Aug 2021
- Louisiana Air National GuardJun 2010 to Jun 2020
- Avantax Investment Services, Inc.May 2009 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 5672313
- Firm CRD
- 105644