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Evan T. Lane
THE FINANCIAL RESOURCE CENTER
Carmel, IN 46032
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CRD#: 6217967
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Professional summary
Evan Tyler Lane, AIF®, CFP®, who also goes by Evan Lane, is a registered financial advisor currently at THE FINANCIAL RESOURCE CENTER located in Carmel, Indiana.
Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Evan has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Evan Lane
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.CHITTICK ADVISORY GROUP INC, 8780 PURDUE RD, STE 2, INDIANAPOLIS, IN, 2/2017 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. NIR - 8/WK - 8/TRADING. 2. CIRA, 1776 PLEASANT PLAIN ROAD, FAIRFIELD, IA 52556 ; BEGAN 08/26/2014 ; AS INVESTMENT ADVISOR REPRESENTATIVE ; INVESTMENT RELATED ; DEVOTES 30 HRS/WK ; 30 DURING TRADING HOURS. 3.LANE CATTLE; NOT INVESTMENT RELATED; 12418 SOUTH 700TH EAST CLARKS HILL, IN 47930; BEEF CATTLE PRODUCTION; PARTNER; BEGAN 1/1/14; 40 HOURS/MO INITIALLY, NONE DURING TRADING HOURS; FATHER CURRENTLY OWNS TWO BRED COWS, BUT NEEDS FURTHER FUNDS TO PURCHASE NEEDED EQUIPMENT (SQUEEZE CHUTE AND VARIOUS BREEDING EQUIPMENT) AND IF APPROVED, I WILL PURCHASE THESE ITEMS TO BECOME 50/50 PARTNER WITH HIM. THE BUSINESS WILL BE TO BREED REPLACEMENT HEIFERS FOR BEEF HERDS AND AS CLUB CALVES. THE SECONDARY PART OF THE BUSINESS WILL BE TO SELL FREEZER BEEF 4.THE FINANCIAL RESOURCE CENTER INC, 8780 PURDUE RD, STE 3, INDIANAPOLIS, IN, 8/2014 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. NIR - 2/WK - 2/TRADING. 5. EVAN LANE, 1701 EAST 250 NORTH, FRANKFORT, IN, CASH RENTING FARMLAND, 03/03/20, OWNER, NIR, 10/YR- 0/TRADING 6. CARRIAGE WEALTH PARTNERS LLC, 8780 PURDUE RD STE 3, INDIANAPOLIS IN 46268-1173, United States, 11/01/2021, IAR; Chief Compliance Officer, RIA Affiliation - other than CIRA, INV REL, 160 HR/MO - 160 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Evan Tyler Lane's 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®
Start date: 2015
Experience
Current
December 16, 2021 - Present
THE FINANCIAL RESOURCE CENTER
Office #1: 9640 Commerce Drive Suite 414, Carmel, IN 46032RIA
CRD#: 316747
Carmel, IN
Past
September 24, 2014 - March 18, 2022
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
INDIANAPOLIS, IN
Past
July 24, 2013 - August 3, 2022
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
INDIANAPOLIS, IN
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".
TF
THE FINANCIAL RESOURCE CENTER
CARRIAGE WEALTH PARTNERS | THE FINANCIAL RESOURCE CENTER, INC. | THE FINANCIAL RESOURCE CENTER | CARRIAGE WEALTH PARTNERS, LLC
CRD#: 316747 / SEC#: 801-122673
RIA
Registered Investment Advisory firm - (11/10/2021 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
Indiana(12/16/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TF
THE FINANCIAL RESOURCE CENTER
CARRIAGE WEALTH PARTNERS | THE FINANCIAL RESOURCE CENTER, INC. | THE FINANCIAL RESOURCE CENTER | CARRIAGE WEALTH PARTNERS, LLC
CRD#: 316747 / SEC#: 801-122673
RIA
Registered Investment Advisory firm - (11/10/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9640 Commerce Drive Suite 414, Carmel, IN 46032
Mailing Address
Phone number
(317) 871-8571
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 361 |
| AUM (Assets Under Management) | $ 407,168,352 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
