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Stephen Christopher Lane

THE PERSPECTIVE GROUP, LLC·LAWRENCE, Kansas
Clean recordTHE PERSPECTIVE GROUP, LLC
900 MASSACHUSETTS STREET, LAWRENCE, KS 66044CRD# 4826768Firm CRD# 175294

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Christopher Lane · LAWRENCE, KS
Registration
CRD #4826768 · THE PERSPECTIVE GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Christopher Lane is a registered financial advisor based in LAWRENCE, Kansas, affiliated with THE PERSPECTIVE GROUP, 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
THE PERSPECTIVE GROUP, LLC
THE PERSPECTIVE GROUP
AUM
$178M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at THE PERSPECTIVE GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4826768
Firm CRD# 175294
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Christopher Lane offer?
Stephen Christopher Lane specializes in Financial Planning, Investment Management. Contact their office in LAWRENCE, Kansas for a consultation.
What are Stephen Christopher Lane's credentials?
Stephen Christopher Lane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Christopher Lane located?
Stephen Christopher Lane is based in LAWRENCE, Kansas, working with THE PERSPECTIVE GROUP, LLC. Their office serves clients in the LAWRENCE metropolitan area and surrounding communities.
How does Stephen Christopher Lane charge for services?
Stephen Christopher 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 PERSPECTIVE GROUP, LLC?
THE PERSPECTIVE GROUP, LLC has approximately 5 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE PERSPECTIVE GROUP, LLC

Garrett L Halton
LAWRENCE, KS

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