Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance McMurry is a financial advisor who has been in the industry since 1995. Lance currently works at Wells Fargo Advisors Financial Network, LLC, and has worked at several other firms over the years including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc. Lance is registered as a Broker/Dealer and Investment Advisor in several states.
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.
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.
Investment consulting services to institutional clients
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.
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2
FL
09/02/2021 - Present
Wells Fargo Advisors Financial Network, LLC (NAPLES FL)
FL
10/23/2009 - 09/03/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPLES FL)
FL
06/12/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NAPLES FL)
FL
10/05/2001 - 06/18/2008
CHARLES SCHWAB & CO., INC. (NAPLES FL)
MA
07/05/2000 - 05/11/2001
EPOCH PARTNERS (SOUTHBOROUGH MA)
TX
03/14/1995 - 07/20/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
09/12/1994 - 02/08/1995
MONTANO SECURITIES CORPORATION (ORANGE CA)
IA
Issued 04/06/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/27/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2013
Series 3 - National Commodity Futures Examination
BC
Issued 11/02/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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