Megan Lane (CRD# 7442462) is an Investment Advisor Representative working at Lane Brothers Investment Counsel in Prescott, AZ and has 1 year of experience in the finance industry.
CRD# 4348493
Commonwealth Financial Network
CRD# 7052252
Lane Brothers Investment Counsel
CRD# 4881991
Yavapai Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lane Brothers & Copany, Inc. | Prescott, AZ | Nov 2022 - Current | 1 |
| Cwm, LLC | Omaha, NE | Sep 2021 - Current | 2 |
| Lane Brothers & Company Inc. | Prescott, AZ | Jul 2019 - Nov 2022 | 3 |
| North Fork Public House | Eugene, OR | Apr 2018 - Jun 2019 | 1 |
| Enoteca | Austin, TX | Sep 2015 - Feb 2018 | 2 |
| Vespaio | Austin, TX | Jan 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- AZ
- CA
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$1,737,931
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AZ, CA
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