Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Turpin is a financial advisor with Fidelity Personal AND Workplace Advisors. Lance has been in the financial services industry since June 14, 2012. Lance is registered with the Securities and Exchange Commission and has a Series 7, 63, 66, and SIE license. Lance's office is located in Overland Park, KS. Fidelity Personal AND Workplace Advisors is an investment advisor registered with the SEC. Fidelity Personal AND Workplace Advisors provides financial planning, educational seminars, and portfolio management services to individuals, businesses, and retirement plans.
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.
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.
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2
KS
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (OVERLAND PARK KS)
MO
03/23/1999 - 10/31/2001
SECURITY INVESTMENT COMPANY OF KANSAS CITY (KANSAS CITY MO)
CA
09/01/1998 - 03/02/1999
BANCBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)
CA
01/30/1998 - 09/01/1998
BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)
MI
03/29/1994 - 01/09/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 01/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/08/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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