Company Information

Get to know Lobdell & Lane Wealth Management

Lobdell & Lane Wealth Management, LLC is an independent, fee-only financial planning firm headquartered in Wheeling, West Virginia. As a registered investment adviser and a fiduciary, the company is legally and ethically bound to act in the best interest of its clients, providing objective advice and personalized strategies. Its core services include comprehensive financial planning, investment management, retirement planning, and estate planning. The firm emphasizes a client-centric approach, aiming to build long-term relationships based on trust and transparency to help individuals and families achieve their financial goals.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Lobdell & Lane Wealth Management

United States

Founded in

2003 (23 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,284 reviews)

Mauritius

2015

(10 years)

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Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.