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AL

Alan K. Lane

CRAWFORD INVESTMENT COUNSEL
Atlanta, GA 30339
Some features on this profile are disabled
CRD#: 5712333
AL

Professional summary

Alan Karlis Lane, CFP® is a registered financial advisor currently at CRAWFORD INVESTMENT COUNSEL INC located in Atlanta, Georgia.

Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Alan has worked at 7 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 01/05/2023 - Tailored Brands lnc, Men's Wearhouse - Not Investment Related - 2530 West Memorial Road Oklahoma City, OK 73134 - Outside/W-2 Employment - Retail Sales Associate - Start Date: 10/31/2022 - 15 Hours Per Month/0 Hours During Securities Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Karlis Lane's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

February 14, 2025 - Present

CRAWFORD INVESTMENT COUNSEL INC

Office #1: 600 Galleria Parkway, Se Suite 1650, Atlanta, GA 30339
RIA
CRD#: 110271
Atlanta, GA
Past

October 1, 2023 - December 26, 2024

TIDAL CREEK CAPITAL ADVISORS

RIA
CRD#: 287840
BLUFFTON, SC
Past

January 5, 2023 - September 8, 2023

LPL FINANCIAL LLC

RIA
CRD#: 6413
Oklahoma City, OK
Past

January 5, 2023 - September 8, 2023

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

May 3, 2022 - September 27, 2022

QUALIA RETIREMENT PLANNING

RIA
CRD#: 319190
OKLAHOMA CITY, OK
Past

May 1, 2019 - February 9, 2022

ARVEST WEALTH MANAGEMENT

BD
CRD#: 42057
Oklahoma City, OK
Past

April 2, 2019 - February 9, 2022

ARVEST WEALTH MANAGEMENT

RIA
CRD#: 42057
Oklahoma City, OK
Past

March 25, 2019 - March 26, 2019

CAMARDA WEALTH ADVISORY GROUP

RIA
CRD#: 113784
FLEMING ISLAND, FL
Past

May 23, 2017 - February 15, 2019

TIDAL CREEK CAPITAL ADVISORS

RIA
CRD#: 287840
BLUFFTON, SC
Past

September 15, 2009 - August 26, 2011

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
GLEN ALLEN, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CRAWFORD INVESTMENT COUNSEL INC
CRAWFORD INVESTMENT COUNSEL INC

CRD#: 110271 / SEC#: 801-15563

RIA
Registered Investment Advisory firm - (10/15/1980 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(2/14/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 5/17/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 1/27/2017
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/1/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/25/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/14/2009
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CI
CRAWFORD INVESTMENT COUNSEL INC
CRAWFORD INVESTMENT COUNSEL INC

CRD#: 110271 / SEC#: 801-15563

RIA
Registered Investment Advisory firm - (10/15/1980 Approved)
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Contact information

Main Address
600 Galleria Parkway, Se Suite 1650, Atlanta, GA 30339
Mailing Address
Phone number
(770) 859-0045
Established
Firm type
Fiscal year end
# of Employees
52

SEC notice filing (44 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CRAWFORD INVESTMENT COUNSEL FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts4,043
AUM (Assets Under Management)$ 8,494,589,824

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CRAWFORD INVESTMENT COUNSEL INC

CRD#: 110271Atlanta, GA 30339

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