Kevin
Lane
Lane Brothers Investment Counsel
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About this Advisor
Kevin Lane is a financial advisor based in Prescott, Arizona, working with Lane Brothers Investment Counsel. Kevin has previously worked at Lane Brothers & Co., Inc and Cwm, LLC. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Kevin is part of Lane Brothers Investment Counsel, which operates out of Prescott, Arizona. The firm has 1 office and 6 employees. Lane Brothers Investment Counsel manages assets totaling $192.6 million and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. Lane Brothers Investment Counsel offers asset-based, fixed, and performance-based fee structures.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lane Brothers Investment Counsel Brokerage Details
$192,562,450
6
877
$219,569
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Kevin Lane Work History
Lane Brothers & Co., Inc
Cwm, LLC
Disclosures
Please visit the SEC profile of Kevin Lane to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lane Brothers Investment Counsel
Prescott, AZ
Prescott, AZ
Prescott, AZ
Prescott, AZ
Prescott, AZ
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