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Credentials
Series 63
Experience Industry experience
21 years
Location
Gouverneur, NY 13642
LPL Financial
Institution
Carrie Lane is a financial advisor at LPL Financial with 21 years of industry experience. She holds the Series 63 designation and has worked at LPL Financial since 2018, following seven years at Invest Financial Corporation. Lane is also employed by Community Bank, where she has served for 17 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, supported by extensive technology and a broad network of over 22,800 advisors.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Gouverneur, NY
100 E Main St
Gouverneur NY 13642
Advisors at this office
1
New York
21 years of industry experience
LPL Financial
2018 - Present • 8 years
Gouverneur, NY
Invest Financial Corporation
2011 - 2018 • 7 years
Gouverneur, NY
Community Bank
2009 - Present • 17 years
Gouverneur, NY
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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