Marshall Douglas Lane
Investment adviser representative at First Command Advisory Services
4 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$24.4BFirm 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
Experience
4 years in the industry.
- First Command Advisory ServicesNov 2020 to now
- First Command Brokerage ServicesNov 2020 to now
- First Command Insurance ServicesNov 2020 to now
- UnemployedSep 2020 to Nov 2020
- First CommandAug 2020 to Nov 2020
- United States Marine CorpsJul 2016 to Sep 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
First Command Advisory Services
$24.4BAssets managed
113,591Clients
1,027Advisers
21 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
- 7288002
- Firm CRD
- 281958