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Chase Lance

PFS Investments Inc.

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About Chase Lance

Chase Lance is a financial advisor who is registered with PFS Investments Inc. Chase works in the DACULA, GA area. Chase is a registered representative in the state of GA and holds the Series 63, 65, and 26 licenses. Chase has been in the securities industry for over 10 years and specializes in working with high-net-worth individuals, corporations, and charitable organizations. Chase is also a licensed Mortgage Loan Originator and manages a team of loan officers at NEXA Mortgage, LLC. Chase is dedicated to helping clients achieve their financial goals through personalized financial planning, portfolio management, and other investment-related services.

Firm Information

Chase Lance is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chase Lance’s Registration & Firm History

GA

03/29/2022 - Present

PFS Investments Inc. (DACULA GA)

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Licenses & Designations

IA

Issued 03/16/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/04/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/15/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 11/16/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chase Lance.
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