Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Avery Dunn is a financial advisor with Raymond James Financial Services Advisors, Inc. Lance has been in the industry since 1997 and is registered in 18 states, including California, Texas and Arizona. Lance's background includes previous experience with BANCWEST INVESTMENT SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and PRINCOR FINANCIAL SERVICES CORPORATION. Lance holds a Series 7, Series 63 and Series 65 license. Lance is also a Certified Financial Planner. Lance specializes in financial planning, retirement planning and investment management.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
09/13/2022 - Present
Raymond James Financial Services Advisors, Inc. (FRESNO CA)
CA
05/04/2000 - 03/01/2011
BANCWEST INVESTMENT SERVICES, INC. (CLOVIS CA)
NY
04/25/2000 - 05/05/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
02/04/1998 - 04/10/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
10/20/1997 - 01/07/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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