Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Blount is a financial advisor with over 20 years of experience in the industry. Lance has a strong background in investment management and financial planning, and is a Certified Financial Planner. He is currently registered with Edelman Financial Engines, and has previously worked with EF Legacy Securities, LLC and National Planning Corporation. Lance holds Series 7 and 66 licenses, as well as the SIE designation, demonstrating his expertise in financial markets.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
CA
06/04/2020 - Present
Edelman Financial Engines (COSTA MESA CA)
CA
07/26/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (COSTA MESA CA)
CA
02/11/2003 - 07/26/2016
NATIONAL PLANNING CORPORATION (SAN JUAN CAPISTRANO CA)
BOTH
Issued 02/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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