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Grant Lane

17 Years of Experience
Hutchinson, KS
BrokerSells Insurance

Grant Lane is a registered investment advisor at LPL Financial LLC, based in Hutchinson, KS, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1500 E. 11th Ave., Suite 10, Hutchinson, KS, 67501

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History

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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Other Business ActivitiesSells Insurance

Grant sells non-variable insurance products, including term life, whole life, guaranteed universal life, fixed annuities, and long-term care, taking a few hours per week. He also provides financial planning and consulting services through Ameritime, LLC, dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLC
March 2024 - Present · 2 yrs 2 mos
LPL Financial LLC
March 2024 - Present · 2 yrs 2 mos
LPL Financial LLCBroker
March 2024 - Present · 2 yrs 2 mos
Ameritime, LLC
May 2010 - Present · 16 yrs
Previous Registrations
Securities America Advisors, INC.
July 2017 - March 2024 · 6 yrs 8 mos
Securities America, INC.Broker
July 2017 - March 2024 · 6 yrs 8 mos
National Planning Corporation ("npc of America" in Fl & Ny)
May 2010 - July 2017 · 7 yrs 2 mos
National Planning CorporationBroker
July 2008 - July 2017 · 9 yrs
State Registrations8 states
COFLIAKSMOOKSCTX
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.
Grant Lane - Financial Advisor | TrueAdvisor