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Carol Jean Lane

THE FINANCIAL RESOURCE CENTER, INC.·CARMEL, Indiana
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9640 COMMERCE DRIVE, CARMEL, IN 46032CRD# 2481621Firm CRD# 316747
01

About

Carol Jean Lane is a registered financial advisor based in CARMEL, Indiana, affiliated with THE FINANCIAL RESOURCE CENTER, INC.. 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
THE FINANCIAL RESOURCE CENTER, INC.
THE FINANCIAL RESOURCE CENTER
AUM
$343M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at THE FINANCIAL RESOURCE CENTER, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2481621
Firm CRD# 316747
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carol Jean Lane offer?
Carol Jean Lane specializes in Financial Planning, Investment Management. Contact their office in CARMEL, Indiana for a consultation.
What are Carol Jean Lane's credentials?
Carol Jean Lane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carol Jean Lane located?
Carol Jean Lane is based in CARMEL, Indiana, working with THE FINANCIAL RESOURCE CENTER, INC.. Their office serves clients in the CARMEL metropolitan area and surrounding communities.
How does Carol Jean Lane charge for services?
Carol Jean Lane's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE FINANCIAL RESOURCE CENTER, INC.?
THE FINANCIAL RESOURCE CENTER, INC. has approximately 5 employees and manages $343M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
INDIANAPOLIS (397)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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