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 Nelson is a financial advisor registered with Commonwealth Financial Network and has been in the industry since April 1989. Lance is based in Camarillo, California, and is also registered with the state of California, as an Investment Advisor Representative. Previously, Lance was registered with LPL Financial LLC and American Express Financial Advisors Inc. Lance also holds a Series 63, Series 24, Series 31 and Series 7 licenses. Lance is a Chartered Financial Consultant.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
10/01/2014 - Present
Commonwealth Financial Network (Camarillo CA)
CA
01/02/2002 - 10/13/2014
LPL FINANCIAL LLC (CAMARILLO CA)
MN
04/18/1989 - 01/03/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/18/1989 - 01/03/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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