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Kevin Patrick Lane

FUSION ANALYTICS INVESTMENT PARTNERS LLC·CORAL SPRINGS, Florida
SIE, Series 7, Series 24, Series 55, Series 63, Series 87Clean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 55
Series 63
Series 87
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FUSION ANALYTICS INVESTMENT PARTNERS LLC
CRD 139321 · SEC 801-71058
AUM
$50M
Regulatory assets under management
Employees
9
500 client accounts
Services offered by FUSION ANALYTICS INVESTMENT PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FUSION ANALYTICS INVESTMENT PARTNERS LLC →
Introduction

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04

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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Michael James Conte
CORAL SPRINGS, FL

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