Mark
Lane
Infinex Investments, Inc
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About this Advisor
Mark Lane is a financial advisor who works in La Porte, Indiana who has 3 years of relevant experience. Lane works at Infinex Investments, Inc. Their career trajectory has included roles at Lpl Financial LLC, Jp Morgan Chase Bank, N.A, Jp Morgan Securities, LLC, Cuna Brokerage Services, Inc, Cuna Mutual Group, Infinex and Flagstar Bank. Lane has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Indiana. Infinex Investments, Inc is a registered investment company operating out of Meriden, CT. The investment advisory business has offices in 531 locations and a total of 764 advisors. It handles $3 billion in assets between its 8,831 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 78 charitable organizations. Infinex Investments, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services largely vary depending on which service is provided. However, fees billed by Infinex Investments, Inc can include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Infinex Investments, Inc Brokerage Details
$2,814,653,668
764
8,831
$318,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Mark Lane Work History
Mark has been registered as a financial advisor for 3 years.*
Infinex
Flagstar Bank
Cuna Brokerage Services, Inc
Cuna Mutual Group
Jp Morgan Chase Bank, N.A
Jp Morgan Securities, LLC
Lpl Financial LLC
*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 Mark 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 Infinex Investments, Inc
Pittsburgh, PA
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Grand Ledge, MI
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Naugatuck, CT
New York, NY
Ellsworth, ME
Springfield, IL
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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