Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Lyday is a financial advisor with Raymond James & Associates, Inc. Lance has been in the financial industry since 1991. Lance is licensed to offer securities and investment advisory services in multiple states and holds a Series 7, 6, 63, 24, 31, and SIE. Lance is also a Certified Financial Planner. Lance specializes in working with individuals, families, corporations, and retirement plans. Lance works out of the Raymond James & Associates, Inc. office in Carmel, Indiana.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
06/19/2018 - Present
Raymond James & Associates, Inc. (Carmel IN)
IN
07/13/2000 - 06/06/2018
LPL FINANCIAL LLC (INDIANAPOLIS IN)
MA
10/11/1991 - 07/19/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 01/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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