The Perspective Group
The Perspective Group (CRD# 175294) is a financial advisory firm headquartered in Lawrence, KS. They manage $178,198,197 in 528 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management178MILLION
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Total Number of Accounts528ACCOUNTS
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Average Account Value$337,497
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, FL, KS, MO, TX
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.