Unclaimed
Kent Lane is an Investment Advisor Representative at Liberty Asset Management, a firm registered with the state of Pennsylvania. Kent has been in the industry since 2020 and has experience in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Kent has passed the Uniform Investment Adviser Law Examination (Series 65) and is actively registered with the state of Pennsylvania.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Selection of other advisers fees
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2
PA
07/14/2023 - Present
Liberty Asset Management (ALLENTOWN PA)
IA
Issued 06/23/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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