Robert Lane, financial advisor Indianapolis IN
93 score

Robert Lane

CRD Number: 1044411
Current Firm: Royal Alliance Associates, Inc.

Robert Lane (CRD# 1044411) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Indianapolis, IN and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Associates, Inc. Indianapolis, IN Feb 2016 - Current < 1
Sterne Agee Investment Advisor Services, Inc. Birmingham, AL Jan 2015 - Feb 2016 1
Sterne Agee Financial Services, Inc. Indianapolis, IN Sep 2014 - Feb 2016 1
New England Securities Indianapolis, IN Jan 2004 - Jan 2016 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1982
S65 NASAA Investment Advisors Law Examination Jan 2004
Contact Info for Robert H. Lane
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • FL
  • IN
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    19,113
    ACCOUNTS
  • Average Account Value
    $242,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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