Marshall Douglas Lane

Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 09/2020 → 11/2020
  Unemployed
  Lincoln, NE
• 07/2016 → 09/2020
  United States Marine Corps
  Camp Lejeune, NC
• 08/2020 → 11/2020
  First Command
  Fort Worth, TX
• 11/2020 → Present
  First Command Brokerage Services
  Fort Worth, TX
• 11/2020 → Present
  First Command Advisory Services
  Fort Worth, TX
• 11/2020 → Present
  First Command Insurance Services
  Fort Worth, TX

Other Businesses

Name of the other business: Lead from the Front LLC Whether the business is investment-related: No Address of the other business: 311 Lakes Drive, Enterprise, AL 36330 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Sep 01, 2021 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: This is my LLC that my business expenses are run through including my OM and AA's. I am the sole owner and this is merely a pass through entity.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-03

Designations

• Certified Financial Planner
• Chartered Financial Consultant