Richard L. Lane, AIF®

Vice President – Investments
Clifton Park Office

I earned the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies at the Katz Graduate School of Business. I focus on individual and group retirement planning with a specialization in fiduciary investing standards.

I received my bachelor’s degree from Siena College and hold the Series 6, 7, 63 and 65 licenses as well as Life and Health Insurance licenses.

I have a thorough knowledge of fiduciary responsibility and the Global Fiduciary Standard of Excellence. I bring the highest level of professionalism and expertise to investment stewards and individual investors.

Please check Richard background on FINRA’s BrokerCheck