Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Wexler is a financial advisor with Beacon Pointe Advisors, LLC. Lance has been in the industry for over 30 years, and has experience working with a range of clients, including individuals, families, businesses, and institutions. Lance has also worked with other firms, including Waddell & Reed, Inc., The Lincoln National Life Insurance Company, and Lincoln Financial Advisors Corporation. Lance holds both Series 6 and 7 licenses. Lance is registered to provide investment advisory services in California and Texas.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
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CA
01/30/2023 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
05/20/2010 - 09/12/2013
WADDELL & REED, INC. (CAMPBELL CA)
IN
10/13/1994 - 07/07/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
10/13/1994 - 03/22/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BOTH
Issued 06/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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