Kevin Lane, financial advisor Pittsford NY
93 score

Kevin Lane

CRD Number: 5478281
Current Firm: Park Avenue Securities LLC

Kevin Lane (CRD# 5478281) is an Investment Advisor Representative working at Park Avenue Securities LLC in Pittsford, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities LLC Pittsford, NY Dec 2011 - Current 5
Guardian Life Insurance Co Pittsford, NY Sep 2011 - Current 5
Axa Advisors, LLC Rochester, NY Jan 2008 - Oct 2011 3
Unemployed Rochester, NY May 2007 - Jan 2008 < 1
Otetiana Council Boy Scouts Rochester, NY Jul 2002 - Apr 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Kevin B. Lane
Phone Number: 1-888-600-4667
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, RI, SC, SD, TN, TX, UT, VA, 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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