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Stephen Christopher Lane

THE PERSPECTIVE GROUP, LLC·LAWRENCE, Kansas
SIE, Series 7, Series 24, Series 31, Series 52TO, Series 53, Series 66CFPClean record22 years registeredTHE 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 · 22 years registered
Brand Profile
Not yet started
01

Career History

THE PERSPECTIVE GROUP
Nov 2015 – present
LPL FINANCIAL LLC
Jul 2004 – present
LPL FINANCIAL LLC
Sep 2004 – Sep 2016
LAWRENCE, KS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 52TO
Series 53
Series 66
Registration record
First registered · July 29, 2004
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE PERSPECTIVE GROUP, LLC
CRD 175294 · SEC 801-119555
AUM
$178M
Regulatory assets under management
Employees
5
528 client accounts
Services offered by THE PERSPECTIVE GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE PERSPECTIVE GROUP, LLC →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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Garrett L Halton
LAWRENCE, KS
CFP

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