Robert
Lane

Securities America Advisors, Inc

CRD#3100198
Investment Advisor
in Olathe, KS

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About this Advisor

Robert Lane is a financial advisor working out of Olathe, Kansas who has 6 years of relevant experience. Lane is an employee of Securities America Advisors, Inc. Their career trajectory has included roles at Securities America Advisors, National Planning Corporation, Compass Financial Resources, LLC and Securities America, Inc. Lane maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Kansas and Texas. Securities America Advisors, Inc is a financial advisory firm based in La Vista, NE. It has offices in 1,469 locations and a total of 3,748 financial advisors. It administers $38 billion in assets across its 200,228 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to five charitable organizations. Of its 200,228 client accounts, just 5% are associated with high-net-worth investors who have at least $1 million in assets. Securities America Advisors, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees usually depend on the services provided. However, fees billed by Securities America Advisors, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

13095 S Mur Len Rd, Ste 100
Olathe, KS 66062

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

KS Average: $1,978,216,465
Total Number of Employees

3,748

KS Average: 226
Total Number of Accounts

200,228

KS Average: 7,467
Average Account Size

$190,602

KS Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Robert Lane Work History

Robert has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Securities America Advisors

2017 - Present (7 years)

Securities America, Inc

1998 - Present (26 years)

Compass Financial Resources, LLC

2006 - 2017 (11 years)

National Planning Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert 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 Securities America Advisors, Inc

Steven Juul
Spokane, WA
Seth Wilson
Fresno, CA
Richard Dutrisac
Costa Mesa, CA
Derek Bohne
Midvale, UT
Christopher Conti
Johnston, RI
John Weekly
Omaha, NE
Donald Seaman
La Vista, NE
Erinn Ford
La Vista, NE

The content in this profile was updated by SmartAsset on 4/16/2023. 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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