Travis LaneCRD Number: 5629529
Current Firm: Karn, Couzens & Associates, Inc.
Travis Lane (CRD# 5629529) is an Investment Advisor Representative working at Karn, Couzens & Associates, Inc. in Farmington, CT and has over 5 years of experience in the finance industry.
Barron Financial Group, LLP
Springboard Asset Management LLC
|Karn Couzens & Associates Inc.||Farmington, CT||Jan 2013 - Current||4|
|Royal Alliance||Farmington, CT||Jan 2013 - Current||4|
|Scottrade||Springfield, MA||Jan 2011 - Jan 2013||2|
|Old Lyme Country Club||Old Lme, CT||Jun 2008 - Sep 2012||4|
|Scottrade||Waterfrod, CT||Dec 2008 - Dec 2010||2|
|Bryant University||Smithfield, RI||Sep 2005 - Dec 2010||5|
|Saybrook Point Inn||Old Saybrook, CT||Jul 2007 - Oct 2008||1|
|Seasons Federal Credit Union||Old Saybrook, CT||Jun 2006 - Sep 2006||< 1|
|Bee And Thistle Inn||Old Lyme, CT||Oct 2003 - Sep 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2011|
|S65||NASAA Investment Advisors Law Examination||Jul 2013|
Total Assets Under Management324MILLIONS
Total Number of Accounts849ACCOUNTS
Average Account Value$381,625
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, LA, MA, NJ, NY
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