Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance MacKall is a financial professional with over 15 years of experience in the industry. Lance is registered as a broker with Ameriprise Financial Services, LLC and is also an investment advisor representative. Lance is licensed in several states across the country and specializes in asset allocation, financial planning, pension consulting, and portfolio management for individuals and businesses. Lance is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CA
12/01/2019 - Present
Ameriprise Financial Services, LLC (Bakersfield CA)
CA
08/10/2012 - 12/04/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BAKERSFIELD CA)
CA
05/02/2009 - 08/13/2012
CHASE INVESTMENT SERVICES CORP. (BAKERSFIELD CA)
CA
12/18/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (BAKERSFIELD CA)
CA
05/29/2006 - 12/31/2006
WORLD GROUP SECURITIES, INC. (BAKERSFIELD CA)
IA
Issued 09/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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