Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Durbin is a financial advisor with &partners, a firm with offices in Nashville, TN and Clemson, SC. Lance has been working in the financial industry since August 2022. He holds Series 7, 66, and SIE licenses and is registered in 27 states and 2 other jurisdictions. Lance specializes in working with individuals, corporations, and trusts. Lance offers a range of services including financial planning, portfolio management, and research report services. Lance has experience working with both large and small clients.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
03/08/2024 - Present
&partners (NASHVILLE TN)
SC
08/19/2022 - 03/11/2024
EDWARD JONES (CLEMSON SC)
BOTH
Issued 09/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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