Stephen Christopher Lane
Investment adviser representative at The Perspective Group
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$225.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- The Perspective GroupJul 2015 to now
- LPL Financial LLC (f/k/a Linsco/private Ledger Corp.)Jul 2004 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
The Perspective Group
Legal name: The Perspective Group, LLC
$225.1MAssets managed
297Clients
2Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4826768
- Firm CRD
- 175294