UBS Financial Services
47yrs
Top advisor by experience in Phoenix
31yrs
Based in Phoenix, Arizona, Gregory Lane is a fiduciary financial advisor with 31 years of industry experience. Gregory has been with Wellfit Financial since 2009; before that, Gregory spent five years at Aegis Financial Group. Gregory holds the CFP® designation.
One of 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 12% by experience in Arizona
Office11811 N. Tatum Blvd. #3031, Phoenix, AZ 85028
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.89 million
States licensed ?1 state
Services through Wellfit Financial
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowWellfit FinancialCurrent firm
- 2004 – 2009Aegis Financial Group, Inc.Previously
Contact Gregory
(480) 688-2222Wellfit Financial main office 11811 N. Tatum Blvd. #3031Phoenix, AZ 85028Office · Get directions Firm websiteHTTPS://WWW.WELLFITFINANCIAL.COM
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Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gregory
How do I contact Gregory?
Call Wellfit Financial at (480) 688-2222 and ask for Gregory Lane. Gregory works from the Phoenix, AZ office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 1995, about 31 years. Top 12% by experience in Arizona.
What licenses does Gregory hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Wellfit Financial reports being paid by a percentage of the assets they manage. Ask Gregory for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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