Christine
Lane
The Ameriflex Group
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About this Advisor
Christine Lane is a financial advisor based in Pittsford, New York, working with The Ameriflex Group. Christine has previously held positions at Lpl Financial LLC, Commonwealth Financial Network, Montage Wealth Management, Osaic, The Ameriflex Group, and Tompkins Trust Company. Christine has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Christine is part of The Ameriflex Group, which operates out of Pittsford, New York. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$6,522,387,220
149
16,327
$399,485
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Christine Lane Work History
Osaic
The Ameriflex Group
Montage Wealth Management
Commonwealth Financial Network
Lpl Financial LLC
Tompkins Trust Company
Disclosures
Please visit the SEC profile of Christine 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 The Ameriflex Group
Lubbock, TX
Las Vegas, NV
Pittsford, NY
Jamestown, NY
Lubbock, TX
Torrance, CA
Buffalo, NY
Denver, CO
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