| Advisor Profile |
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| Name: |
Scott Lane |
| Phone Number: |
(804) 767-1032 |
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| Request More Information |
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Business Description |
Scott Lane is the President of Richmond Wealth Management LLC, a full service financial planning and investment firm. The firm covers all areas of financial services, from investment and retirement planning to risk management and estate conservation.
Scott believes that the nucleus of a successful financial plan must be a comprehensive, cohesive financial strategy. This strategy must be tailor-made to fit each individual's unique needs, thus enabling it to meet both short and long-term objectives. Once implemented, the plan must be monitored so that adjustments can be made as necessary due to the changing economic climate.
Secuirties offered through LPL Financial
Member FINRA/SIPC |
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General Information |
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| Name of Broker/Dealer: |
LPL Financial
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| States Licensed in: |
Virginia
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| States Willing to do Business in: |
Many
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| Years of Experience in Financial Services: |
20
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| Number of Years with Current Firm: |
20
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| I work with the following types of clients: |
Individual Investors, Investment Clubs, Businesses, Non-Profit Organizations
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Services |
| Investment Types: |
Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Commodities, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Options & Futures, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Securities Licenses: |
Series 66, Series 6, Series 7, Series 63
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| Insurance and Annuity Licenses: |
Annuity, Health, Life, Variable Annuity, Disability, Variable Life, Long Term Care
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-only financial professional: |
Yes
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| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$50000
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| Compensation Methods: |
Hourly, Flat Fee, Commissions
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| Minimum Fee Charged for Flat Fee Accounts: |
$150.00
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| Prepared By: |
Scott Lane |
Frequently Asked Questions |
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