Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Dueker is a financial advisor with LPL Financial LLC and has been in the industry since December 1995. Lance is registered to provide investment advice in 46 states, including California and Texas. He is also registered as a Broker-Dealer in 44 states. Lance has experience with a variety of client types, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Lance can provide financial planning services, investment advice, and portfolio management services. He is also able to provide consulting and other non-discretionary advisory services.
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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2
CA
08/09/2013 - Present
LPL Financial LLC (FRESNO CA)
MN
12/04/2000 - 08/14/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
12/19/1995 - 12/06/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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