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George Robert Lane

THE Clarius Group, LLC

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About George Robert Lane

George Lane is a financial advisor currently working with The Clarius Group, LLC. George is based in Seattle, Washington. George specializes in providing financial planning and portfolio management for individuals and pooled investment vehicles. George has over 18 years of experience in the financial services industry.

Firm Information

George Lane is currently registered with THE Clarius Group, LLC. THE Clarius Group, LLC is a Seattle, WA-based investment advisor with approximately $3.99 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. They serve high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.
THE Clarius Group, LLC

999 THIRD AVENUE, SUITE 3050

SEATTLE, WA 98104

$3.99B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George Lane’s Registration & Firm History

WA

01/11/2022 - Present

THE Clarius Group, LLC (SEATTLE WA)

WA

02/18/2013 - 11/17/2015

LPL FINANCIAL LLC (SEATTLE WA)

WA

02/01/2010 - 02/28/2011

LPL FINANCIAL LLC (SEATTLE WA)

WA

10/23/2009 - 02/04/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)

WA

04/25/2008 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (BELLEVUE WA)

WA

09/22/2004 - 04/29/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 10/06/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/17/2015

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Robert Lane.
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