Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Alan Payne is a financial advisor with over 20 years of experience in the industry. Lance is currently registered with Jackson National Life Distributors LLC and has held previous positions with American Fidelity Securities, Inc., Cavanal Hill Distributors, Inc, BOK Financial Securities, Inc., NYLIFE Distributors LLC and Planco Financial Services, LLC. Lance holds Series 6, Series 63, Series 65 and SIE licenses and has been registered with the state of Alaska, California, Oklahoma and Oregon.
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.
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.
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2
TN
12/21/2022 - Present
Jackson National Life Distributors LLC (FRANKLIN TN)
OK
04/18/2022 - 12/05/2022
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
OK
01/20/2017 - 04/08/2021
CAVANAL HILL DISTRIBUTORS, INC, (Tulsa OK)
OK
01/28/2010 - 12/19/2016
BOK FINANCIAL SECURITIES, INC. (OKLAHOMA CITY OK)
NJ
04/07/2009 - 11/23/2009
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
CT
06/08/1999 - 03/03/2009
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
IA
Issued 11/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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