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Connor Franklin Lane

Investment adviser representative at Bland Garvey Wealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
$241.2MFirm assets
17 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 assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. Bland Garvey Wealth Advisors, LLCJan 2022 to now
  2. University of North TexasAug 2017 to now
  3. American National Bank & TrustDec 2019 to Jan 2022
  4. Notre Dame Catholic High SchoolAug 2013 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (TX).

Bland Garvey Wealth Advisors, LLC

$241.2MAssets managed
122Clients
5Advisers
17 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
7612334
Firm CRD
140066
Advisor's SEC record (opens in a new tab)
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