Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Edward Barnhardt is a financial advisor with Osaic Wealth, Inc., a firm with offices in Scottsdale, Arizona. Lance has been in the industry since 2002 and has experience working with a variety of clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Lance's primary focus is on providing financial planning, pension consulting, and educational seminars to clients. Lance has a strong track record of success in the financial services industry and is committed to providing his clients with the highest level of service.
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.
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.
1
2
NC
06/14/2024 - Present
Osaic Wealth, Inc. (CHARLOTTE NC)
NC
09/16/2013 - 06/14/2024
SECURITIES AMERICA, INC. (CHARLOTTE NC)
NC
09/05/2012 - 10/11/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (CHARLOTTE NC)
NY
01/31/2007 - 09/10/2012
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
11/18/2002 - 02/05/2007
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/03/2001 - 09/07/2001
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
BOTH
Issued 12/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lance Barnhardt is the right advisor for you? Invested Better is here to help.
