Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Adams Lancaster is a financial advisor with Next Financial Group, Inc. Jack has been a financial advisor for over 40 years and is licensed in North Carolina, Texas, Florida, and Virginia. Jack holds the Series 63, Series 7, Series 1, and SIE securities licenses. Jack is also a Certified Financial Planner. In addition to his role at Next Financial Group, Inc., Jack also owns and operates Jack A. Lancaster, CFP.
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.
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.
Seminar/workshop attendance fees
1
2
NC
06/29/2009 - Present
Next Financial Group, Inc. (Cary NC)
NC
05/30/2008 - 06/03/2009
FIRST ALLIED SECURITIES, INC. (CARY NC)
NC
03/04/1999 - 05/30/2008
FFP SECURITIES, INC. (CARY NC)
AZ
01/31/1997 - 03/10/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
10/06/1988 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
08/02/1984 - 10/20/1988
FSC SECURITIES CORPORATION
NA
06/18/1979 - 09/05/1984
MARION BASS SECURITIES CORPORATION
NA
05/03/1979 - 07/21/1979
WESTERN RESERVE FINANCIAL SERVICES CORP
BC
Issued 02/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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