Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Alan Lane is a financial advisor with over 11 years of experience in the industry. Kent is currently registered with U.s. Bancorp Investments, Inc. in Sioux Falls, SD. Kent has previously worked with a number of financial institutions including Synovus Securities, Inc., SunTrust Investment Services, Inc., PNC Investments, LPL Financial LLC and Wells Fargo Advisors, LLC. Kent holds Series 6, 7, 63, and 66 licenses and the SIE exam. Kent specializes in providing financial planning and portfolio management services for individuals, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
SD
06/18/2021 - Present
U.s. Bancorp Investments, Inc. (Sioux Falls SD)
FL
07/02/2018 - 06/01/2021
SYNOVUS SECURITIES, INC. (SARASOTA FL)
FL
04/20/2015 - 09/19/2016
SUNTRUST INVESTMENT SERVICES, INC. (SARASOTA FL)
MD
09/08/2011 - 03/20/2015
PNC INVESTMENTS (ELLICOT CITY MD)
PA
03/11/2011 - 08/31/2011
LPL FINANCIAL LLC (DRESHER PA)
PA
04/09/2008 - 05/20/2010
WELLS FARGO ADVISORS, LLC (WYNNEWOOD PA)
BOTH
Issued 01/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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