Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Henley is a financial advisor with over 23 years of experience in the industry. Lance is currently registered with Householder Group Estate & Retirement Specialists, an independent investment advisor firm. Lance is also a licensed insurance agent and is able to offer a variety of insurance products to meet your individual needs. Lance is committed to providing personalized financial advice and guidance to help clients reach their financial goals.
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.
Portion of third party manager fees
1
2
MS
07/18/2016 - Present
Householder Group Estate & Retirement Specialists (BRANDON MS)
MS
06/21/2005 - 09/08/2009
MUTUAL SERVICE CORPORATION (MADISON MS)
MO
05/23/2001 - 07/06/2005
FFP SECURITIES, INC. (CHESTERFIELD MO)
MN
08/23/1999 - 05/04/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 04/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/10/2010
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/28/2009
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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