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Annette Robyn Lance

Foreside Fund Services, LLC

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About Annette Robyn Lance

Annette Robyn Lance is a financial advisor with Foreside Fund Services, LLC. Annette has been in the financial services industry since 2016. Annette is registered in Minnesota. Annette holds the Series 6, Series 63, and SIE licenses. Annette's previous employer was ALPS Distributors, Inc.

Firm Information

Annette Lance is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

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Annette Lance’s Registration & Firm History

MN

01/04/2021 - Present

Foreside Fund Services, LLC (St. Paul MN)

MN

04/04/2016 - 12/31/2020

ALPS DISTRIBUTORS, INC. (SAINT PAUL MN)

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Licenses & Designations

BC

Issued 11/07/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Annette Robyn Lance.
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