ML
Megan K. Lane
LANE BROTHERS INVESTMENT COUNSEL
Scottsdale, AZ 85258
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CRD#: 7442462
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Professional summary
Megan Kema Lane, who also goes by Megan Lane, is a registered financial advisor currently at LANE BROTHERS INVESTMENT COUNSEL located in Scottsdale, Arizona.
Megan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Megan has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Megan 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. NAME OF OTHER BUSINESS: Roberts & Lane Development NATURE OF BUSINESS: Real Estate START: 8/1/2022 POSITION: Assistant Manager APPX. HRS/MONTH: 2 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Oversee recurring maintenance and invoices 2. FIXED INSURANCE NATURE: Insurance START: 05/17/2023 APPX. HRS/MONTH: 5 % APPX HRS/MONTH DURING TRADING HOURS: 2 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
CRS (Client Relationship Summary) - RIA
Click below to view Megan Kema 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®
NoneExperience
Current
February 27, 2024 - Present
LANE BROTHERS INVESTMENT COUNSEL
Office #1: 7373 E. Doubletree Ranch Rd #200, Scottsdale, AZ 85258RIA
CRD#: 105968
Scottsdale, AZ
Past
October 25, 2022 - April 2, 2024
CWM, LLC
RIA
CRD#: 155344
Scottsdale, AZ
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".
LB
LANE BROTHERS INVESTMENT COUNSEL
LANE BROTHERS & CO INC | ROI & LANE LP | LANE TRADING PARTNERS LP | LANE BROTHERS INVESTMENT COUNSEL
CRD#: 105968 / SEC#: 801-130414
RIA
Registered Investment Advisory firm - (8/23/2024 Approved)Arizona
Registered Investment Advisory firm - (11/12/2024 Terminated)California
Registered Investment Advisory firm - (12/12/2024 Terminated)Texas
Registered Investment Advisory firm - (12/31/2020 Terminated)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
Arizona(3/4/2024)
IAR
Texas(10/23/2025)
Current Firm
LB
LANE BROTHERS INVESTMENT COUNSEL
LANE BROTHERS & CO INC | ROI & LANE LP | LANE TRADING PARTNERS LP | LANE BROTHERS INVESTMENT COUNSEL
CRD#: 105968 / SEC#: 801-130414
RIA
Registered Investment Advisory firm - (8/23/2024 Approved)Arizona
Registered Investment Advisory firm - (11/12/2024 Terminated)California
Registered Investment Advisory firm - (12/12/2024 Terminated)Texas
Registered Investment Advisory firm - (12/31/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1560 Plaza West Drive, Prescott, AZ 86303
Mailing Address
Phone number
(928) 776-8870
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 877 |
| AUM (Assets Under Management) | $ 192,562,450 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
