Stephen Lane, financial advisor Lawrence KS

Stephen Lane

CRD Number: 4826768
Current Firm: The Perspective Group

Stephen Lane (CRD# 4826768) is an Investment Advisor Representative working at The Perspective Group in Lawrence, KS and has over 19 years of experience in the finance industry. Stephen 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.

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Professional Designations
Company Name Location Dates Years
The Perspective Group Lawrence, KS Jul 2015 - Current 8
Lpl Financial Llc (f/k/a Linsco/private Ledger Corp.) Lawrence, KS Jul 2004 - Current 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2004
Contact Info for Stephen C. Lane
Phone Number: (785) 749-1881
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    178
    MILLIONS
  • Total Number of Accounts
    528
    ACCOUNTS
  • Average Account Value
    $337,497
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
  • Pension consulting services
Types of Clients
Registered States

CA, CO, FL, KS, MO, TX

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