Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance McCubbins is a financial advisor who has been in the industry since 1998. Lance has a wide range of experience and is registered in Utah as an investment advisor representative. Lance currently works with F2F Retirement, LLC. Lance is a specialist in a variety of areas, including but not limited to retirement planning, insurance and securities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
UT
05/16/2013 - Present
F2F Retirement, LLC (TOOELE UT)
UT
02/16/2011 - 12/02/2011
BROKERSXPRESS LLC (TOOELE UT)
UT
11/18/2010 - 02/04/2011
PURSHE KAPLAN STERLING INVESTMENTS (TOOELE UT)
UT
06/19/2006 - 09/30/2010
EDWARD JONES (GRANTSVILLE UT)
UT
03/07/2005 - 05/31/2006
MML INVESTORS SERVICES, INC. (SALT LAKE CITY UT)
RI
02/11/1999 - 05/22/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
GA
08/06/1998 - 10/20/1999
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 01/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/07/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/13/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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