John
Lane

Legacy Wealth Management, LLC

CRD#5996861
Investment Advisor
in Meridian, ID

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About this Advisor

John Lane is a financial advisor based in Meridian, Idaho, working with Legacy Wealth Management, LLC. John has previously held positions at David White & Associates, Ameritas Life Insurance Corp, Ameritas Investment Corp, How To Graduate From College Debt Free, Delgado Lane, Lion Street Financial, and Lion Street Advisors. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Idaho. Currently, John is part of Legacy Wealth Management, LLC, which operates out of Meridian, Idaho. The firm has 6 offices and 36 employees. The firm manages assets totaling $373.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Legacy Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Meridian, ID

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Legacy Wealth Management, LLC Brokerage Details

Total Assets Under Management

$373,210,168

ID Average: $655,107,610
Total Number of Employees

36

ID Average: 12
Total Number of Accounts

3,537

ID Average: 770
Average Account Size

$105,516

ID Average: $850,789

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

John Lane Work History

2018 - Present (7 years)

Delgado Lane

2009 - Present (16 years)

How To Graduate From College Debt Free

2021 - 2023 (2 years)

Lion Street Financial

2021 - 2023 (2 years)

Lion Street Advisors

2011 - 2021 (10 years)

David White & Associates

2011 - 2021 (10 years)

Ameritas Life Insurance Corp

2011 - 2021 (10 years)

Ameritas Investment Corp

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Disclosures

Please visit the SEC profile of John Lane to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Legacy Wealth Management, LLC

Brian Crane
Boise, ID
Dustin Lloyd
Boise, ID
Joseph Fisher
Bountiful, UT
Jacob Davelaar
Boise, ID
Peter Covino
Boise, ID
Lydon Crane
Burley, ID
Justin Martin
Boise, ID
David Condensa
San Jose, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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