Robert Ison Lane
Investment adviser representative at First Citizens Investor Services, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.6BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- First Citizens Investor Services, Inc.Mar 2024 to now
- UnemployedAug 2023 to Mar 2024
- E*trade Capital Management LLCJun 2020 to Aug 2023
- E*trade Securities LLCApr 2018 to Aug 2023
- UnemployedMay 2017 to Apr 2018
- University of North AlabamaAug 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NC).
First Citizens Investor Services, Inc.
$2.6BAssets managed
7,645Clients
323Advisers
26 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
- 6946321
- Firm CRD
- 44430