Declan Robert Lane
Investment adviser representative at Capital Investment Counsel, LLC
12 yearsExperience
2 statesRegistered in
$1.4BFirm assets
2 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Capital Investment Counsel, LLCNov 2023 to now
- Fidelity InvestmentsJun 2021 to Nov 2023
- DoordashMar 2021 to May 2021
- AmazonDec 2020 to Jan 2021
- Full Time EducationAug 2020 to Dec 2020
- Willow Creek RestaurantJun 2020 to Aug 2020
- Full Time EducationAug 2019 to May 2020
- The Club At Rolling HillsMay 2019 to Aug 2019
- Full Time EducationSep 2017 to May 2019
- Evergreen Parks and RecreationDec 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Capital Investment Counsel, LLC
$1.4BAssets managed
468Clients
5Advisers
2 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
- 7403202
- Firm CRD
- 328472