Judy Ho is a CFP-designated registered investment advisor at Lane Florence, LLC, based in Folsom, CA, with 9 years of industry experience. Judy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 14 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Lane Florence does not directly manage client investments. They provide financial planning and investment consulting services, and clients are responsible for implementing any recommendations. If a client wants investment management, the firm's representatives can provide those services through Cambridge Investment Research Advisors, but this is a separate arrangement.
Location
110 Blue Ravine Dr. Suite 209, Folsom, CA, 95630
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Judy is an independent insurance agent for various companies since 2019, dedicating minimal time to this activity. She is also an advisory representative for CIRA and Lane Florence, LLC, spending a significant amount of time on these investment-related roles, and a participant in Leadership Rancho Cordova.
Employment History
Current Registrations
Lane Florence, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.