Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Sevier is a financial advisor registered with Financial Advocates Investment Management. Lance has been in the financial industry since 2008 and is licensed to provide financial services in multiple states, including Alaska, Arizona, California, Colorado, Florida, Idaho, Louisiana, Montana, Nevada, New York, North Carolina, Oregon, Texas, Washington, and Wisconsin. Lance is a Certified Financial Planner and has specialized in providing financial advice to individuals, families, and small businesses. Lance has experience working with clients of all ages and income levels and is dedicated to helping clients achieve 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.
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.
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WA
03/07/2024 - Present
Financial Advocates Investment Management (EDMONDS WA)
WA
05/18/2022 - 10/20/2023
LPL FINANCIAL LLC (BELLEVUE WA)
WA
02/20/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Seattle WA)
WA
02/08/2010 - 02/08/2019
HORNOR, TOWNSEND & KENT, LLC (SEATTLE WA)
WA
10/19/2007 - 05/13/2009
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
BOTH
Issued 11/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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