Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Matthew Bryan is a financial advisor with Cary Street Partners. Lance has over 20 years of experience in the financial industry. Lance has worked at several firms, including Neuberger Berman BD LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. Lance is a registered Investment Advisor Representative in North Carolina and holds Series 66, Series 7 and SIE licenses. Lance specializes in providing financial planning, investment advisory, and pension consulting services to individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. Lance is dedicated to providing personalized and comprehensive financial advice to help clients reach 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.
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.
Revenue sharing with certain third parties
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2
NC
10/27/2023 - Present
Cary Street Partners (Charlotte NC)
CA
04/21/2006 - 11/14/2017
NEUBERGER BERMAN BD LLC (LOS ANGELES CA)
MN
11/04/2002 - 03/14/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/04/2002 - 03/14/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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