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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin J. Lane is a financial advisor with over 25 years of experience in the industry. Robin has a strong background in investment management, having worked with a variety of firms, including Smith Barney Inc., Lockwood Financial Services, Inc., Pershing LLC, Northern Lights Distributors, LLC, and currently with Copeland Capital Management, LLC. Robin is a Chartered Financial Analyst (CFA) and holds the Series 7, 24, 63, and 65 licenses. Robin specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
04/02/2014 - Present
Copeland Capital Management, LLC (CONSHOHOCKEN PA)
NE
03/13/2014 - 12/31/2021
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
PA
12/15/2003 - 03/20/2007
PERSHING LLC (MALVERN PA)
PA
09/17/1998 - 12/15/2003
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
NY
12/02/1994 - 09/16/1998
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 05/16/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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