Robin Lane is a CFA-designated registered investment advisor, based in Conshohocken, PA, with 24 years of industry experience.
Location
161 Washington Street, Suite 1325, Conshohocken, PA, 19428
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Robin is a Principal and Marketing Manager at Copeland Capital Management, LLC, an investment-related business. This activity takes nearly all of Robin's time.
Employment History
Current Registrations
Vigilant Distributors, LLC
January 2022 - Present · 4 yrs 3 mos
Vigilant Distributors, LLCBroker
January 2022 - Present · 4 yrs 3 mos
Copeland Capital Management, LLC
April 2014 - Present · 12 yrs
Previous Registrations
Northern Lights Distributors, LLCBroker
March 2014 - December 2021 · 7 yrs 9 mos
Lockwood Financial Services, INC
July 2006 - July 2006 · 0 mos
Lockwood Advisors INC
January 2004 - April 2007 · 3 yrs 3 mos
Pershing LLCBroker
December 2003 - March 2007 · 3 yrs 3 mos
Lockwood Financial Services, INC.Broker
September 1998 - December 2003 · 5 yrs 3 mos
Smith Barney INC.Broker
December 1994 - September 1998 · 3 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.