Alexander Baxter Lane

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 12/2021 → 03/2024
  First Citizens Investor Services
  Raleigh, NC
• 08/2010 → 03/2024
  First Citizens Bank
  Raleigh, NC
• 04/2024 → Present
  Wells Fargo Clearing Services, Llc
  Arden, NC
• 04/2024 → Present
  Wells Fargo Bank, Na
  Arden, NC

Other Businesses

CHARNWOOD, LLC, INVT RELATED, ASHEVILLE, NC, 100% OWNERSHIP WITH SPOUSE, START DATE 9/9/2013, 1 HR PER MONTH, 0 HRS DURING TRADING, HOLDS COMMERCIAL RENTAL PROPERTY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-02
• S63 Uniform Securities Agent State Law Examination
  2022-03-07

Other Names

• Alex Lane
• Alexander Baxter Lane
• Alexander Lane