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Lance Bernard Beck

Fifth Third Securities, Inc.

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About Lance Bernard Beck

Lance Bernard Beck is a financial advisor with Fifth Third Securities, Inc. Lance has been working in the financial industry since 1988. Lance is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 52TO, 53, 63, and 99TO licenses. Lance is licensed to provide investment advice in 52 states and the District of Columbia. Lance has previously worked at Wells Fargo Securities, LLC, Invesco Distributors, Inc., SunTrust Robinson Humphrey, Inc., SunTrust Capital Markets, Inc. and SunTrust Securities, Inc. Lance specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Lance Beck is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

3344 PEACHTREE RD NE

ATLANTA, GA 30326

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Lance Beck’s Registration & Firm History

GA

12/08/2014 - Present

Fifth Third Securities, Inc. (ATLANTA GA)

GA

08/03/2010 - 12/02/2014

WELLS FARGO SECURITIES, LLC (ATLANTA GA)

GA

09/08/2008 - 06/29/2010

INVESCO DISTRIBUTORS, INC. (ATLANTA GA)

GA

01/02/1998 - 04/07/2008

SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)

GA

10/24/1994 - 01/02/1998

SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)

GA

08/14/1989 - 10/24/1994

SUNTRUST SECURITIES, INC. (ATLANTA GA)

NA

10/21/1987 - 01/18/1989

KIDDER, PEABODY & CO. INCORPORATED

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Licenses & Designations

BC

Issued 11/4/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 7/13/1994

Series 53 - Municipal Securities Principal Examination

BC

Issued 1/2/2023

Series 99TO - Operations Professional Examination

BC

Issued 1/2/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lance Bernard Beck.
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