Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lane is a financial advisor with Edward Jones. Kevin has been in the financial services industry since April 2015. Kevin is registered in Indiana and has a Series 63, Series 66 license as well as the Certified Financial Planner designation. The firm has a large staff of advisors with expertise in the financial needs of individuals, corporations and businesses, pensions and other plans, insurance companies, investment clubs, charitable organizations and other institutions. Kevin is located in Columbus, Indiana.
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.
Guidance on pension options to ensure a secure financial future.
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.
See schedule d - miscellaneous
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IN
01/02/2025 - Present
Edward Jones (COLUMBUS IN)
Active
Inactive
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