Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Cabra is a financial advisor with LPL Financial LLC. Lance has been in the financial services industry since June 16, 2002. Lance has a Series 7, Series 63, and Series 65 license. Lance has been registered with the Securities and Exchange Commission (SEC) since 2008. Lance is registered in 19 states. Lance has a strong track record of providing financial advice to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory services
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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LA
05/21/2024 - Present
LPL Financial LLC (BATON ROUGE LA)
LA
10/01/2012 - 05/22/2024
J.P. MORGAN SECURITIES LLC (BATON ROUGE LA)
LA
04/15/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BATON ROUGE LA)
LA
06/11/2002 - 04/08/2008
EDWARD JONES (BATON ROUGE LA)
IA
Issued 05/21/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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