Evan Lane (CRD# 6217967) is an Investment Advisor Representative working at The Financial Resource Center in Carmel, IN and has over 10 years of experience in the finance industry. Evan Lane has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Financial Resource Center | Indianapolis, IN | Dec 2021 - Current | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jul 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
| S63 | Uniform Securities State Law Examination | Oct 2013 |
- IN
-
Total Assets Under Management343MILLIONS
-
Total Number of Accounts343ACCOUNTS
-
Average Account Value$1,001,177
- 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
FL, IL, IN, LA, OH, VA
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