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Kevin Patrick Lane

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Patrick Lane · CORAL SPRINGS, FL
Registration
CRD #2366019 · FUSION ANALYTICS INVESTMENT PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2366019
Firm CRD# 139321
View on FINRA BrokerCheck →

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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.
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