Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Lann has been in the financial services industry for over 18 years, with experience in both broker-dealer and investment advisory roles. Francis is currently registered as an investment advisor representative with LPL Financial LLC and holds licenses in a range of states, including Texas and Ohio. In addition to working with individuals, Francis also works with businesses, corporations, and trusts. Francis is well-equipped to assist clients with investment planning, financial planning, and a variety of other services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
08/20/2024 - Present
LPL Financial LLC (LAKEWOOD OH)
OH
08/15/2013 - 08/19/2024
MONEY CONCEPTS CAPITAL CORP (LAKEWOOD OH)
OH
03/28/2008 - 08/14/2013
RESOURCE HORIZONS GROUP LLC (LAKEWOOD OH)
OH
09/19/2005 - 03/28/2008
SUNSET FINANCIAL SERVICES, INC. (EASTLAKE OH)
BC
Issued 05/29/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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