John D Lane
Investment adviser representative at Legacy Wealth Management, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$629MFirm 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Legacy Wealth Management, LLCOct 2023 to now
- How To Graduate From College Debt FreeJun 2009 to now
- Lion Street AdvisorsMay 2021 to Oct 2023
- Lion Street FinancialMay 2021 to Oct 2023
- Delgado LaneJan 2018 to Oct 2023
- Ameritas Investment CorpNov 2011 to May 2021
- Ameritas Life Insurance CorpAug 2011 to May 2021
- David White & AssociatesFeb 2011 to May 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (ID).
Legacy Wealth Management, LLC
$629MAssets managed
3,416Clients
45Advisers
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
- 5996861
- Firm CRD
- 174767