Declan
Lane
Capital Investment Counsel, LLC
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About this Advisor
Declan Lane is a financial advisor based in Denver, Colorado, working with Capital Investment Counsel, LLC. Declan has previously held positions at Fidelity Investments, Doordash, Amazon, Full Time Education, Willow Creek Restaurant, The Club At Rolling Hills, Evergreen Parks And Recreation, and Capital Investment Counsel, LLC. Declan has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Colorado. Currently, Declan is part of Capital Investment Counsel, LLC, which operates out of Denver, Colorado. The firm has 1 office and 7 employees. The firm manages assets totaling $548.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Capital Investment Counsel, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Investment Counsel, LLC Brokerage Details
$548,347,659
7
744
$737,026
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Declan Lane Work History
Capital Investment Counsel, LLC
Fidelity Investments
Doordash
Amazon
Full Time Education
Willow Creek Restaurant
Full Time Education
The Club At Rolling Hills
Full Time Education
Evergreen Parks And Recreation
Full Time Education
Disclosures
Please visit the SEC profile of Declan Lane to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Investment Counsel, LLC
Denver, CO
Denver, CO
Denver, CO
Denver, CO
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