Unclaimed
Lance Carroll is a financial advisor located in Boise, Idaho. Lance is registered with Farmers Financial Solutions, LLC and has been in the industry since May 17, 1999. Lance is licensed to sell securities in California, Idaho, Oregon, Utah and Washington. Lance has Series 6, Series 26, Series 63 and SIE licenses.
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.
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.
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2
ID
02/22/2001 - Present
Farmers Financial Solutions, LLC (BOISE ID)
NY
10/06/2000 - 02/20/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
MO
05/17/1999 - 10/20/2000
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BC
Issued 05/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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