Alan Karlis Lane
Investment adviser representative at Crawford Investment Counsel Inc
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.1BFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Crawford Investment Counsel IncJan 2025 to now
- Tidal Creek Capital AdvisorsAug 2023 to Dec 2024
- LPL Financial LLCDec 2022 to Aug 2023
- Mens WarehouseOct 2022 to Jul 2023
- Qualia Tax Services LLCJun 2022 to Nov 2022
- Qualia Retirement Planning, LLCFeb 2022 to Nov 2022
- Men's WearhouseAug 2021 to Jul 2022
- Arvest BankJan 2020 to Feb 2022
- Arvest Wealth ManagementApr 2019 to Feb 2022
- Camarda Wealth Advisory GroupFeb 2019 to Mar 2019
- Blackwell Boyd Wealth Mgmt / Live Oak Mgmt Group LLCAug 2017 to Feb 2019
- Live Oak Management Group, LLCFeb 2017 to Aug 2017
- Blackwell Boyd, LLCJun 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (GA).
Crawford Investment Counsel Inc
$9.1BAssets managed
2,039Clients
22Advisers
45 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
- 5712333
- Firm CRD
- 110271