Unclaimed Profile

Kevin Patrick Lane

LANE BROTHERS & CO INC·PRESCOTT, Arizona

Series 3, Series 5, Series 7, Series 63, Series 65Clean record31 years registeredLANE BROTHERS & CO INC

1560 PLAZA WEST DRIVE, PRESCOTT, AZ 86303CRD# 1011052Firm CRD# 105968

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Patrick Lane · PRESCOTT, AZ

Registration

CRD #1011052 · LANE BROTHERS & CO INC · 31 years registered

Brand Profile

Not yet started

Career History

LANE BROTHERS INVESTMENT COUNSEL

Aug 1994 – present

CWM, LLC

Jan 2021 – Apr 2024

Scottsdale, AZ

Registrations & Exams

FINRA examinations passed

Series 3

Series 5

Series 7

Series 63

Series 65

Registration record

First registered · August 17, 1994

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LANE BROTHERS & CO INC

CRD 105968 · SEC 801-130414

AUM

$162M

Regulatory assets under management

Employees

787 client accounts

Services offered by LANE BROTHERS & CO INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at LANE BROTHERS & CO INC →

Introduction

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Frequently Asked Questions

What services does Kevin Patrick Lane offer?

Kevin Patrick Lane specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in PRESCOTT, Arizona for a consultation.

What are Kevin Patrick Lane's credentials?

Kevin Patrick Lane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Patrick Lane located?

Kevin Patrick Lane is based in PRESCOTT, Arizona, working with LANE BROTHERS & CO INC. Their office serves clients in the PRESCOTT metropolitan area and surrounding communities.

How does Kevin Patrick Lane charge for services?

Kevin Patrick Lane's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LANE BROTHERS & CO INC?

LANE BROTHERS & CO INC has approximately 4 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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