Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Pearce is a financial advisor with over 10 years of experience in the industry. Lance is currently registered as an Investment Advisor Representative with Amerity Wealth Management, LLC, located in Lakeland, Florida. Lance has a broad range of experience in financial planning and portfolio management, and is committed to providing personalized financial advice to his 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.
Helps you choose top advisors aligned with your financial goals.
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
FL
06/08/2023 - Present
Amerity Wealth Management, LLC (LAKELAND FL)
FL
08/01/2014 - 09/15/2015
PRINCOR FINANCIAL SERVICES CORPORATION (Tampa FL)
FL
08/26/2013 - 06/30/2014
PRUCO SECURITIES, LLC. (TAMPA FL)
IA
Issued 06/04/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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