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Lance Mike Penhale

First Command Advisory Services

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About Lance Mike Penhale

Lance Mike Penhale is a registered representative and investment advisor representative with First Command Advisory Services. Lance has been in the industry since June 11, 2015. Lance has a Series 7, Series 66 and Series 24 license and is registered in several states. Lance specializes in providing financial planning and portfolio management for individuals. First Command Advisory Services is a firm that provides financial planning and portfolio management services for individuals, families, and businesses. First Command Advisory Services is a Registered Investment Advisor (RIA) and has over 110,000 clients.

Firm Information

Lance Penhale is currently registered with First Command Advisory Services. First Command Advisory Services is a financial advisory firm headquartered in Fort Worth, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. First Command has over $22 billion in assets under management and employs over 1,200 licensed agents. The firm offers wrap fee programs and participates in various financial services industries.
First Command Advisory Services

1 FIRSTCOMM PLAZA

FORT WORTH, TX 76109

$22.09B

Assets Under Management

1,100

Total Clients

884

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lance Penhale’s Registration & Firm History

AK

08/24/2022 - Present

First Command Advisory Services (Anchorage AK)

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Licenses & Designations

BOTH

Issued 09/29/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/17/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lance Mike Penhale.
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