First Command District Advisor - Marshall Lane

Business Information
Marshall Lane joined First Command Financial Services as a Financial Advisor in November 2020, following a 4-year career in the United States Marine Corps, where he attained the rank of Captain. Marshall understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.

Marshall has a bachelor's degree in political science from the University of Nebraska-Lincoln and a master's degree in financial planning from The American College of Financial Services. He holds Series 7, 66, and 24 securities licenses plus life and health insurance licenses in Alabama.

Marshall serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves.

Active in his community, Marshall is a member of St. John the Evangelist Catholic Church.

In his free time, Marshall enjoys spending time with family.

First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of "Coaching those who serve in their pursuit of financial security."




Specialties:
Comprehensive financial planning, Asset allocation and management, Estate planning, Military benefits