Lane
Mccallum
Cwa Asset Management Group
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About this Advisor
Lane Mccallum is a financial advisor operating out of Naples, Florida who has 1 year of relevant experience. Mccallum is an employee of Cwa Asset Management Group. Over the course of their career, Mccallum has held roles at Norfolk Junior High, Norfolk Senior High School, United States Air Force Academy, University Of Nebraska and Cwa Asset Management Group. Mccallum holds a Series 65 license, qualifying them as an investment advisor representative, and can work in Nebraska. Cwa Asset Management Group is an advisory company headquartered in Naples, FL. The firm has offices in four locations and a total of 47 people on staff. It controls $2 billion in assets among its 1,333 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 14 charitable organizations. Of its 1,333 customer accounts, 39% are held by high-net-worth investors who have at least $1 million in assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules are based on which service is provided. Fees charged by Cwa Asset Management Group can include any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cwa Asset Management Group Brokerage Details
$2,177,944,822
47
1,333
$1,633,867
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Lane Mccallum Work History
Lane has been registered as a financial advisor for 1 years.*
Cwa Asset Management Group
University Of Nebraska
United States Air Force Academy
Norfolk Senior High School
Norfolk Junior High
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lane Mccallum 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 Cwa Asset Management Group
Naples, FL
Naples, FL
Nashville, TN
Charlotte, NC
Naples, FL
Naples, FL
Naples, FL
Naples, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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