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Lance Montgomery Powers

Canopy 360 Wealth, LLC

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About Lance Montgomery Powers

Lance Montgomery Powers is an investment advisor representative with Canopy 360 Wealth, LLC in Ocala, Florida. Lance is registered with FINRA and has been in the securities industry since December 2008. Lance previously worked at Raymond James & Associates, Inc., Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. Lance has specialized expertise in portfolio management for individuals and financial planning.

Firm Information

Lance Powers is currently registered with Canopy 360 Wealth, LLC. Canopy 360 Wealth, LLC is an investment advisor based in Ocala, Florida. The firm manages approximately $315.85 million in assets for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They offer financial planning and portfolio management services.
Canopy 360 Wealth, LLC

104 SE 1ST AVENUE

OCALA, FL 34471

$315.85M

Assets Under Management

Not reported

Total Clients

5

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 Powers’s Registration & Firm History

FL

08/31/2018 - Present

Canopy 360 Wealth, LLC (OCALA FL)

FL

02/01/2018 - 08/10/2018

FSIC (Ocala FL)

FL

10/11/2011 - 02/01/2018

RAYMOND JAMES & ASSOCIATES, INC. (THE VILLAGES FL)

FL

06/01/2009 - 10/27/2011

MORGAN STANLEY SMITH BARNEY (OCALA FL)

FL

12/18/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (OCALA FL)

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Licenses & Designations

BOTH

Issued 01/21/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/29/2013

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/21/2013

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/10/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 12/17/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lance Montgomery Powers.
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