Unclaimed Profile

Megan Kema Lane

LANE BROTHERS & CO INC·PRESCOTT, Arizona

Series 65Clean record3 years registeredLANE BROTHERS & CO INC

1560 PLAZA WEST DRIVE, PRESCOTT, AZ 86303CRD# 7442462Firm CRD# 105968

Profile Verification

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

Identity

Megan Kema Lane · PRESCOTT, AZ

Registration

CRD #7442462 · LANE BROTHERS & CO INC · 3 years registered

Brand Profile

Not yet started

Career History

LANE BROTHERS INVESTMENT COUNSEL

Feb 2024 – present

CWM, LLC

Oct 2022 – Apr 2024

Scottsdale, AZ

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 25, 2022

Years registered · 3

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 Megan Kema Lane offer?

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

What are Megan Kema Lane's credentials?

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

Where is Megan Kema Lane located?

Megan Kema 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 Megan Kema Lane charge for services?

Megan Kema 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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