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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Lanceley is a financial advisor with over 20 years of experience in the industry. Geoffrey is currently registered as an Investment Advisor Representative with Wealth Enhancement Advisory Services, LLC in Texas and is also registered in multiple states as a Broker. Previously, Geoffrey worked for various firms including The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, and Cigna Financial Advisors, Inc. Geoffrey holds a Series 7, 31, 63 and 65 licenses, as well as a SIE license. In addition to his work with Wealth Enhancement Advisory Services, LLC, Geoffrey is also involved in other business activities including Sound Financial Solutions, LP and Wealth Enhancement Group. Geoffrey's areas of specialization include financial planning, portfolio management for individuals, pension consulting, ERISA 3(38) investment manager, and selection of other advisors. Geoffrey is committed to providing his clients with personalized financial advice and guidance.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
TX
08/08/2016 - Present
Wealth Enhancement Advisory Services, LLC (HOUSTON TX)
IN
05/02/2000 - 10/24/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 10/24/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
08/28/1996 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 03/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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