TrueAdvisor
TrueAdvisor
RL
RL

Robert Lane

LPL Enterprise, LLC
44 Years of Experience
Indianapolis, IN
1 DisclosureBroker
View SEC Summary
View SEC Summary

Robert Lane is a registered investment advisor at LPL Enterprise, LLC, based in Indianapolis, IN, with 44 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.

LPL Enterprise, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3138 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8888 Keystone Crossing, Suite 500, Indianapolis, IN, 46240

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2023
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert serves in an advisory role for Holy Spirit Catholic Church, acting as a liaison between the Parish Business Office and Parishioners. This activity requires minimal time.

Employment History
Current Registrations
LPL Enterprise, LLC
November 2024 - Present · 1 yr 11 mos
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Prudential Financial Planning Services
October 2019 - November 2024 · 5 yrs 1 mo
Pruco Securities, LLC.Broker
May 2019 - November 2024 · 5 yrs 6 mos
Brokers Financial
December 2017 - May 2019 · 1 yr 5 mos
Brokers International Financial Services, LLC.Broker
December 2017 - May 2019 · 1 yr 5 mos
Royal Alliance Associates, INC.
February 2016 - December 2017 · 1 yr 10 mos
Royal Alliance Associates, INC.Broker
February 2016 - December 2017 · 1 yr 10 mos
Sterne Agee Investment Advisor Services, INC.
January 2015 - February 2016 · 1 yr 1 mo
Sterne Agee Financial Services, INC.Broker
September 2014 - February 2016 · 1 yr 5 mos
Sterne Agee Investment Advisor Services, INC.
March 2013 - January 2015 · 1 yr 10 mos
Wrp Investments, INC.Broker
March 2013 - September 2014 · 1 yr 6 mos
New England Securities Corporation
February 2004 - March 2013 · 9 yrs 1 mo
New England SecuritiesBroker
June 2001 - March 2013 · 11 yrs 9 mos
Wma Securities, INC.Broker
December 1995 - July 2001 · 5 yrs 7 mos
New England SecuritiesBroker
June 1982 - November 1995 · 13 yrs 5 mos
State Registrations3 states
HIILIN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Indianapolis, IN →All financial advisors in Indiana →