AdvisorOS Directory
Claim Profile
KL

Kevin Patrick Lane

FUSION ANALYTICS INVESTMENT PARTNERS LLC·CORAL SPRINGS, Florida
Unclaimed Profile
7301 WILES ROAD, CORAL SPRINGS, FL 33067CRD# 2366019Firm CRD# 139321
01

About

Kevin Patrick Lane is a registered financial advisor based in CORAL SPRINGS, Florida, affiliated with FUSION ANALYTICS INVESTMENT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FUSION ANALYTICS INVESTMENT PARTNERS LLC
FUSION ANALYTICS INVESTMENT PARTNERS LLC
AUM
$50M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at FUSION ANALYTICS INVESTMENT PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2366019
Firm CRD# 139321
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CORAL SPRINGS?

Browse all registered financial advisors in CORAL SPRINGS, Florida or claim this profile if it's yours.

Browse CORAL SPRINGS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kevin Patrick Lane offer?
Kevin Patrick Lane specializes in Financial Planning, Investment Management. Contact their office in CORAL SPRINGS, Florida 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 CORAL SPRINGS, Florida, working with FUSION ANALYTICS INVESTMENT PARTNERS LLC. Their office serves clients in the CORAL SPRINGS 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. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FUSION ANALYTICS INVESTMENT PARTNERS LLC?
FUSION ANALYTICS INVESTMENT PARTNERS LLC has approximately 9 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CORAL SPRINGS
Eric Drew Feuerstein — LIMELIGHT CAPITAL MANAGEMENT LLCMichael James Conte — FUSION ANALYTICS INVESTMENT PARTNERS LLCFrank Thomas Pugliese — PERSONAL FINANCIAL PROFILES INCDouglas Jay Eaton — EATON FINANCIAL HOLDINGS COMPANY, LLCDavid Michael Maggio — PERSONAL FINANCIAL PROFILES INC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile