Unclaimed Profile

Robert Alan Lane

LGT FINANCIAL ADVISORS LLC·DALLAS, Texas

Clean recordLGT FINANCIAL ADVISORS LLC

2626 HOWELL ST, DALLAS, TX 75204CRD# 4070214Firm CRD# 111575

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Alan Lane · DALLAS, TX

Registration

CRD #4070214 · LGT FINANCIAL ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Alan Lane is a registered financial advisor based in DALLAS, Texas, affiliated with LGT FINANCIAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LGT FINANCIAL ADVISORS LLC

AUM

$302M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LGT FINANCIAL ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4070214

Firm CRD# 111575

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Alan Lane offer?

Robert Alan Lane specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.

What are Robert Alan Lane's credentials?

Robert Alan Lane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Alan Lane located?

Robert Alan Lane is based in DALLAS, Texas, working with LGT FINANCIAL ADVISORS LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Robert Alan Lane charge for services?

Robert Alan 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 LGT FINANCIAL ADVISORS LLC?

LGT FINANCIAL ADVISORS LLC has approximately 6 employees and manages $302M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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