William Lowry Lane

Employer firm

Ethos Financial Group, LLC CRD 321748

$2.14B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 11/2016
  Wells Fargo Advisors Llc
  Radnor, PA
• 11/2016 → 02/2019
  Wells Fargo Clearing Services, Llc
  Radnor, PA
• 02/2019 → 08/2022
  Almanack Investment Partners
  Wayne, PA
• 08/2022 → Present
  Ethos Financial Group, Llc
  King Of Prussia, PA

Previous Registrations

• 2019-02-13 → 2022-08-26
  Almanack Investment Partners
  Newtown Square, PA
• 2016-01-15 → 2019-02-19
  Wells Fargo Clearing Services, Llc
  Radnor, PA
• 2009-04-02 → 2016-02-10
  Credit Suisse Securities (Usa) Llc
  West Conshohocken, PA
• 2007-03-05 → 2009-04-09
  Deutsche Bank Securities Inc.
  Philadelphia, PA
  Philadelphia, PA

Other Businesses

AUGUSTA FERMENTATION, INVESTMENT RELATED, PENNSYLVANIA, SINGLE ASSET OPPORTUNITY FUND, GENERAL PARTNER, 10/2020, APPROXIMATELY 5 HOURS PER MONTH DEVOTED TO BUSINESS, DUTIES: GENERAL PARTNER/MANAGING MEMBER OF A PASSIVE INVESTMENT AVIRIDI, INVESTMENT RELATED, PENNSYLVANIA, PRIVATE REAL ESTATE PARTNERSHIP, GENERAL PARTNER/MANAGING MEMBER OF PASSIVE INVESTMENT, 11/2021, APPROXIMATELY 5 HOURS PER MONTH DEVOTED TO BUSINESS; DUTIES: GENERAL PARTNER/MANAGING MEMBER OF A PASSIVE INVESTMENT PRAKTIKANT, NOT INVESTMENT RELATED, PENNSYLVANIA, SOFTWARE COMPANY, FOUNDER/CEO, 8/11/2023, APPROXIMATELY 10-15 HOURS PER MONTH DEVOTED TO BUSINESS. 5 OF THE HOURS DEVOTED DURING SECURITIES TRADING HOURS, DUTIES; STRATEGIC GUIDANCE AND BETA TESTING.

Exams

• S66 Uniform Combined State Law Examination
  2003-02-05

Other Names

• William L Lane
• William L Lane