Evan
Lane

The Financial Resource Center

CRD#6217967
Investment Advisor
in Carmel, IN

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About this Advisor

Evan Lane is a financial advisor based in Carmel, Indiana, working with The Financial Resource Center. Evan has previously held positions at Cambridge Investment Research, Inc and The Financial Resource Center. Evan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Indiana. Currently, Evan is part of The Financial Resource Center, which operates out of Carmel, Indiana. The firm has 1 office and 5 employees. The firm manages assets totaling $343.4 million. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at The Financial Resource Center includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9640 Commerce Drive Suite 414
Carmel, IN 46032

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The Financial Resource Center Brokerage Details

Total Assets Under Management

$343,403,789

IN Average: $1,347,246,178
Total Number of Employees

5

IN Average: 46
Total Number of Accounts

343

IN Average: 1,775
Average Account Size

$1,001,177

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Evan Lane Work History

2021 - Present (3 years)

The Financial Resource Center

2013 - Present (11 years)

Cambridge Investment Research, Inc

Disclosures

Please visit the SEC profile of Evan 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 The Financial Resource Center

Evan Lane
Carmel, IN
Carol Lane
Carmel, IN
Jerry King
Carmel, IN
Kerry Pennington
Carmel, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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