Carol Lanes, financial advisor Castle Rock CO
93 score

Carol Lanes

CRD Number: 4597446
Current Firm: Nfp Advisor Services, LLC

Carol Lanes (CRD# 4597446) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Castle Rock, CO and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Maleta Wealth Management Castle Rock, CO Dec 2013 - Current 3
Nfp Advisor Services Denver, CO Mar 2006 - Apr 2016 10
Sindrich & Associates Denver, CO Oct 2004 - Dec 2013 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2004
Contact Info for Carol A. Lanes
Phone Number: 512-697-6000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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