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Benjamin B Lane

Wells Fargo Advisors Financial Network, LLC

Fort Myers , FL

Cullowhee, NC

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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-11
FL RA APPROVED 2022-06-27
  • NC RA
    APPROVED
    Since 2026-03-11
  • FL RA
    APPROVED
    Since 2022-06-27

Branch Locations

1531 Hendry Street , Fort Myers , FL 33901 • United States

Cullowhee, NC • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Serviices Inc. Fort Myers FL 05/2012 06/2022
Wells Fargo Advisors Financial Network, Llc Fort Myers FL 06/2022 Present
Previous Registrations
  • 2012-05-07 → 2022-07-05
    Ubs Financial Services Inc.
    Fort Myers, FL
  • 2009-06-01 → 2012-05-16
    Morgan Stanley
    Fort Myers, FL
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Ft. Myers, FL
  • 2001-07-16 → 2007-04-02
    Morgan Stanley Dw Inc.
    Fort Myers, FL
    Ft. Myers, FL
Other Businesses

LANE WEALTH MANAGEMENT, LLC; INV. RELATED; FT. MYERS,FL; 99% OWNERSHIP; START DATE 06/24/2020; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 160; FINET PRACTICE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-14
  • S66 Uniform Combined State Law Examination
    2006-07-14
Other Names
  • Ben B Lane

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
CHARLES SCHWAB & CO., INC.

Other Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich
WILLIAM CARR WHITE
JACQUELINE ANNETTE WEBSTER
SCOTT MICHAEL KLEIN
JEFFREY STUART MALAVSKY
WILLIAM HERBERT WHITE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL
UBS FINANCIAL SERVICES INC. · FORT MYERS, FL
LPL FINANCIAL LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
TRUIST ADVISORY SERVICES, INC. · FORT MYERS, FL

More in Fort Myers, FL

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