Robert Lane
Robert Lane is a registered investment advisor at LPL Financial LLC, based in Wichita, KS, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
920 N. Tyler Rd. #104, Wichita, KS, 67212
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2024Other Business ActivitiesSells Insurance
Robert is involved in several business activities, including non-variable insurance through Financial Markets, Inc, real estate rentals through South Mur-Len II and South Mur-len, LLC, and operating his LPL business through Compass Financial Resources. He also provides financial planning and consulting services through Ameritime, LLC as a Registered Investment Advisor.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Ameritime, LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
American General Securities Incorporated
American General Securities Incorporated
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations17 states
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.