Robert Lane, financial advisor Fort Worth TX

Robert Lane

CRD Number: 6734773
Current Firm: First Command Advisory Services

Robert Lane (CRD# 6734773) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
First Command Financial Planning, Inc. Fort Worth, TX Jan 2018 - Current 3
First Command Advisory Services, Inc. Fort Worth, TX Jan 2018 - Current 3
First Command Insurance Services, Inc. Fort Worth, TX Jan 2018 - Current 3
Indian Summer Golf And Country Club Olympia, WA Nov 2016 - Current 5
First Command Financial Planning, Inc. Fort Worth, TX Dec 2016 - Jan 2018 1
The Home Course Dupont, WA Sep 2015 - Nov 2016 1
Indian Summer Golf And Country Club Olympia, WA Feb 2015 - Sep 2015 < 1
Unemployed Lacey, WA Nov 2014 - Feb 2015 < 1
Columbia Edgewater Golf And Country Club Portland, OR Jun 2014 - Nov 2014 < 1
Univ. Of Colo. At Colo. Springs Colorado Springs, CO Nov 2012 - Jun 2014 1
Tan-tar-a Golf Resort Osage Beach, MO Aug 2012 - Nov 2012 < 1
Univ. Of Colorado At Colo. Springs Colorado Springs, CO Aug 2011 - Aug 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2017
Contact Info for Robert W. Lane
Phone Number: 817-731-8621
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    14,685
    MILLIONS
  • Total Number of Accounts
    90,443
    ACCOUNTS
  • Average Account Value
    $162,366
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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