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Employer firm

Lane Florence, LLC CRD 144916

14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Pension consulting
  • PORTFOLIO CONSULTATIONS FOR INDIVIDUALS AND BUSINESSES

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

Current Employers
Lane Florence, Llc

3108 Ponte Morino Dr. Suite 211, Cameron Park, CA 95682 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-01-03
  • CA RA
    APPROVED
    Since 2020-01-03

Branch Locations

3108 Ponte Morino Dr. Suite 211, Cameron Park, CA 95682 • United States

110 Blue Ravine Rd. #209, Folsom, CA 95630 • United States

Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-11-01
  • CA RA
    APPROVED
    Since 2019-11-01

Branch Locations

110 Blue Ravine Dr. Suite 209, Folsom, CA 95630 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 09/2016 10/2019
Pacific Gas And Electric Company San Francisco CA 05/2009 09/2016
Cambridge Investment Research, Inc. Fairfield IA 11/2019 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 11/2019 Present
Lane Florence Folsom CA 01/2020 Present
  • 09/2016 → 10/2019
    St Louis, MO
  • 05/2009 → 09/2016
    Pacific Gas And Electric Company
    San Francisco, CA
  • 11/2019 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 11/2019 → Present
    Fairfield, IA
  • 01/2020 → Present
    Lane Florence
    Folsom, CA
Previous Registrations
  • 2017-02-17 → 2019-10-10
    Oakland, CA
    St Louis, MO
    Alameda, CA
    Alameda, CA
Other Businesses

1) JUDY HO, INDEPENDENT INSURANCE AGENT, 110 BLUE RAVINE ROAD, # 209 FOLSOM CA, 11/2019, FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 2 HR/MONOTH 1 HR/MONTH TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL-20/WK-20/TRADING, 11/01/19 3) LANE FLORENCE, LLC, 110 BLUE RAVINE ROAD, #209, FOLSOM, CA, ADVISORY REP OF A REGISTERED INV ADVISOR- RIA, FINANCIAL PLANNER/CDFA, INV REL 01/06/20, 10 HR/MONTH 1 HR/MONTH TRADING 4) CORDOVA RECREATION & PARKS FOUNDATION, 11070 White Rock Road, Suite 130, Rancho Cordova CA 95670, United States, 08/2025, Director, Sport/Fitness/Gaming, NIR, 2 HR/MO - 0 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-18
  • S66 Uniform Combined State Law Examination
    2016-11-18
Designations
  • Certified Financial Planner
Other Names
  • Judy Zien Hse Ho
  • Judy Z Ho

View on SEC IAPD

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