Kevin Lane has been President/CEO of Lane Brothers & Co since January 1990, is a control person of the firm and directly owns 75% or more of it. Kevin Lane holds a Bachelor of Business Administration from Florida Atlantic University.
Lane Brothers & Co Inc is a Prescott, AZ firm with $240M under management, 342 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Kevin Lane is Founder and Senior Wealth Advisor of Lane Brothers Investment Counsel. He was hired by a Wall Street firm prior to graduation and lived and worked downtown Wall Street in the early eighties, then transferred to the Arizona branch system.
Kevin Lane’s longest registration is the current one, 32 years at Lane Brothers & Co since 1994.
- CWM, LLC– · 3 yearsScottsdale, AZ · Adviser representative · Firm CRD 155344
- – present · 32 yearsPrescott, AZ · Adviser representative · Firm CRD 105968
Investment adviser representative registrations
Kevin Lane is registered as an investment adviser representative in 2 states. The first approvals date from August 1994; the most recent is Texas, in August 2024.
- ArizonaSince 17 August 1994
- TexasSince 23 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 July 1995 |
| Series 3 | National Commodity Futures Examination | 28 October 1982 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 July 1982 |
| Series 5 | Interest Rate Options Examination | 12 December 1981 |
| Series 7 | General Securities Representative Examination | 19 September 1981 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Interest Rate Options Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Patrick Lane
- CRD
- 1011052
- Firm
- Lane Brothers & Co · CRD 105968
- Role
- President/CEO
- Office
- 1560 PLAZA WEST DRIVE, Prescott, AZ 86303
- Registration
- Investment adviser registration
- In the industry since
- August 1994
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lanebrothers.com
Where does Kevin Lane work?
Kevin Lane has been President/CEO of Lane Brothers & Co Inc since January 1990, and is a control person of the firm.
Is Kevin Lane a financial advisor?
Yes. Kevin Lane has a current investment-adviser registration in Arizona and Texas, through Lane Brothers & Co since August 1994.
How many years of experience does Kevin Lane have?
Kevin Lane has 32 years in the financial industry, since August 1994, across 2 adviser firms.
What exams has Kevin Lane passed?
Kevin Lane has passed 5 licensing exams: the Series 7, Series 5, Series 63, Series 3 and Series 65. The earliest, the Series 7, was passed in September 1981.
Where is Kevin Lane based?
Kevin Lane’s registered office is in Prescott, AZ.
Is Kevin Lane registered with FINRA?
No. Kevin Lane has no current broker registration.
How can I verify Kevin Lane’s record?
Search CRD 1011052 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Lane’s full registration record.
