Robert Lane, financial advisor Boise ID

Robert Lane

CRD Number: 3023618
Current Firm: Money Concepts Advisory Service

Robert Lane (CRD# 3023618) is an Investment Advisor Representative working at Money Concepts Advisory Service in Boise, ID and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Money Concepts Capital Corp Palm Beach Gardens, FL Oct 2017 - Current 6
Cuso Financial Services, LP San Diego, CA Dec 2016 - Sep 2017 < 1
Money Concepts Capital Corp Palm Beach, FL Jun 2009 - Dec 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Nov 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert D. Lane
Phone Number: 561-472-2000
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    2,904
    MILLIONS
  • Total Number of Accounts
    14,363
    ACCOUNTS
  • Average Account Value
    $202,187
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
Types of Clients
Registered States

VI

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