Robert
Lane

First Citizens Investor Services, Inc

CRD#6946321
Investment Advisor
in Charlotte, NC

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About this Advisor

Robert Lane is a financial advisor based in Charlotte, North Carolina, working with First Citizens Investor Services, Inc. Robert has previously held positions at E*Trade Securities LLC, University Of North Alabama, Ventura College, E*Trade Capital Management LLC, and First Citizens Investor Services. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Robert is part of First Citizens Investor Services, Inc, which operates out of Charlotte, North Carolina. The firm has 107 offices and 235 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at First Citizens Investor Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

128 S Tryon Street
Charlotte, NC 28202

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$1,729,333,096

NC Average: $3,625,019,099
Total Number of Employees

235

NC Average: 22
Total Number of Accounts

6,086

NC Average: 1,917
Average Account Size

$284,149

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Robert Lane Work History

2024 - Present (0 year)

First Citizens Investor Services

2021 - 2023 (2 years)

E*Trade Securities LLC

2021 - 2023 (2 years)

E*Trade Capital Management LLC

2020 - 2020 (< 1 year)

E*Trade Capital Management LLC

2020 - 2021 (1 year)

E*Trade Securities LLC

2020 - 2021 (1 year)

E*Trade Capital Management LLC

2019 - 2020 (1 year)

E*Trade Securities LLC

2018 - 2018 (< 1 year)

E*Trade Securities LLC

2018 - 2019 (1 year)

E*Trade Securities LLC

2015 - 2017 (2 years)

University Of North Alabama

2014 - 2015 (1 year)

Ventura College

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 First Citizens Investor Services, Inc

Joseph Zarzycki
Raleigh, NC
Zachary Ziemba
Raleigh, NC
Robert Lane
Charlotte, NC
Alexander Talley
Raleigh, NC
Staci Mills
Charlotte, NC
Adrian Orozco
Raleigh, NC
Timothy Sumner
Clinton, NC
Carl Robinson
Boston, MA

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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