Paul Michael Lane
Investment adviser representative at Armstrong Advisory Group Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.7BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Armstrong Advisory Group Inc.May 2022 to now
- Securities America Advisors, Inc.May 2019 to May 2022
- Securities America, Inc.May 2019 to May 2022
- Morgan Stanley Private Bank, N.A.Jan 2017 to May 2019
- Morgan StanleyFeb 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (MA, RI).
Armstrong Advisory Group Inc.
$1.7BAssets managed
1,494Clients
14Advisers
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
- 5801847
- Firm CRD
- 318662