Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lane is a financial advisor with over 40 years of experience in the industry. Robert is currently registered with LPL Enterprise, LLC in Indianapolis, Indiana. Robert's areas of expertise include financial planning, portfolio management for individuals and businesses, and consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
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2
IN
11/14/2024 - Present
LPL Enterprise, LLC (INDIANAPOLIS IN)
IN
12/04/2017 - 05/09/2019
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Indianapolis IN)
IN
02/01/2016 - 12/05/2017
ROYAL ALLIANCE ASSOCIATES, INC. (INDIANAPOLIS IN)
IN
09/12/2014 - 02/02/2016
STERNE AGEE FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
03/01/2013 - 09/12/2014
WRP INVESTMENTS, INC. (INDIANAPOLIS IN)
IN
06/19/2001 - 03/15/2013
NEW ENGLAND SECURITIES (INDIANAPOLIS IN)
GA
12/05/1995 - 07/09/2001
WMA SECURITIES, INC. (DULUTH GA)
NY
06/25/1982 - 11/16/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 01/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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