Travis Lane, financial advisor Farmington CT
90 score

Travis Lane

CRD 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 6 years of experience in the finance industry.

Similar Advisors
James Thibault, financial advisor Farmington CT
James A. Thibault
CRD# 4837211
Barron Financial Group, LLP
Similar Advisors
Timothy Baker, financial advisor Farmington CT
Timothy J. Baker
CRD# 5030137
Wealthshape LLC
Similar Advisors
Thomas Ford, financial advisor Farmington CT
Thomas L. Ford
CRD# 1613589
Lpl Financial LLC
Company Name Location Dates Years
Karn Couzens & Associates Inc. Farmington, CT Jan 2013 - Current 5
Royal Alliance Farmington, CT Jan 2013 - Current 5
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
Contact Info for Travis W. Lane
Phone Number: 860-676-2727
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Travis Lane and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.