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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 Lanham is a financial advisor with LPL Financial LLC based in FORT MILL, SC. Geoffrey has been in the financial services industry since June 12, 2011. He has experience with a variety of financial products and services. Geoffrey holds Series 6, 7, and 63 licenses as well as the SIE exam. He is registered to provide securities services in Michigan and South Carolina. Prior to joining LPL Financial, Geoffrey was affiliated with Lincoln Financial Distributors, Inc. and Jackson National Life Distributors LLC.
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.
1
2
SC
04/26/2019 - Present
LPL Financial LLC (FORT MILL SC)
PA
06/27/2018 - 04/15/2019
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CO
10/10/2011 - 04/13/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
02/24/2011 - 09/14/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
BC
Issued 03/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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