Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Emmett Woodburn is a financial advisor with over 25 years of experience in the industry. Lance is currently registered with LPL Financial LLC, a large financial services company. Prior to his current position, he worked as a financial advisor at Riverstone Wealth Management, Inc. Lance has a variety of licenses and certifications, including the Series 7, Series 30, and Series 31. Lance provides a variety of financial services to individuals, businesses, and other entities. These services include financial planning, portfolio management, and investment advisory. Lance is also a registered representative in multiple 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.
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.
1
2
TX
01/10/2006 - Present
LPL Financial LLC (LA JOYA TX)
TX
04/24/1996 - 01/06/2006
RIVERSTONE WEALTH MANAGEMENT, INC. (AUSTIN TX)
IA
Issued 11/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2006
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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