CCO, Shareholder · Lane Brothers Investment Counsel
Megan K. Lane
CRD 7442462 · Named on Form ADV at one SEC-registered adviser
At a glance
Lane Brothers Investment Counsel, an SEC-registered wealth manager based in Prescott, AZ with $240 million in regulatory assets, lists Megan K. Lane on its Form ADV as CCO, Shareholder.
Firms and roles
- Lane Brothers Investment CounselCCO, ShareholderWealth manager · Prescott, AZ · $240M in regulatory assets
AtlasMembers
Megan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Kevin P. LanePresident/ceo, Lane Brothers Investment Counsel
- Joseph M. AllenShareholder, Lane Brothers Investment Counsel
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Megan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.