Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance J Branch is a financial advisor with LPL Financial LLC. Lance has been working in the financial services industry since 2000. Lance is licensed in 13 states: Alabama, California, Colorado, Florida, Louisiana, Maryland, Mississippi, North Carolina, South Carolina, Texas, Virginia. Lance has his Series 7, Series 24, Series 63 and SIE licenses. Lance's firm, LPL Financial LLC, is a well-established and respected financial services firm with a strong reputation for providing comprehensive financial planning and investment management services. Lance and LPL Financial LLC both offer a variety of services to help meet their clients' financial needs.
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
LA
09/29/2008 - Present
LPL Financial LLC (METAIRIE LA)
MO
01/12/2000 - 07/27/2004
EDWARD JONES (ST. LOUIS MO)
BC
Issued 01/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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