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BRYAN DAVID LANE
CRD#: 4496056
IA
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EQUITABLE ADVISORS, LLCCRD#: 6627 180 WEST OLENTANGY STREET
SUITE B
POWELL, OH 43065
SUITE B
POWELL, OH 43065
0
Disclosures
22
Years of Experience
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State Registrations
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Alabama 11/21/2024
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Michigan 10/9/2014
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California 10/1/2014
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Minnesota 1/8/2021
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California 10/8/2014
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North Carolina 9/7/2023
B
Florida 4/2/2009
B
Ohio 4/2/2009
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Florida 10/2/2014
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Ohio 4/2/2009
B
Indiana 4/2/2009
B
Pennsylvania 9/19/2017
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Indiana 4/6/2011
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Pennsylvania 11/22/2019
B
Michigan 10/1/2014
SRO Registrations
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Registered with this firm since 4/2/2009
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Registered with this firm since 4/2/2009
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 03/28/2008 - 04/02/2009 | POWELL, OH | |
B | 03/26/2008 - 04/02/2009 | POWELL, OH | |
IA | 05/09/2005 - 03/27/2008 | POWELL, OH | |
B | 09/30/2003 - 03/27/2008 | POWELL, OH | |
B | 03/11/2002 - 09/23/2003 | MILWAUKEE, WI |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.