Robert LaneCRD 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.
Astoria Strategic Wealth, Inc.
Td Ameritrade, Inc.
Td Ameritrade, Inc.
|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|
Total Assets Under Management14,685MILLIONS
Total Number of Accounts90,443ACCOUNTS
Average Account Value$162,366
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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