Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Oman is a financial advisor at T. Rowe Price Associates, Inc. Lance has over 25 years of experience in the financial services industry, and has a strong track record of success in helping clients achieve their financial goals. Lance holds the Series 7, Series 63, and SIE licenses, as well as the Chartered Financial Analyst designation. Lance is registered with the Financial Industry Regulatory Authority (FINRA) and is a registered investment advisor (IA) in California and Maryland. Lance is committed to providing his clients with personalized advice and guidance, and he is dedicated to helping them build a strong financial future.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
12/05/2019 - Present
T. Rowe Price Associates, Inc. (Berkeley CA)
ME
11/07/2016 - 07/01/2019
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
NJ
07/21/2015 - 10/17/2016
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
RI
01/31/2014 - 06/23/2015
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
CA
05/23/2012 - 01/22/2014
TCW FUNDS DISTRIBUTORS (LOS ANGELES CA)
CA
11/05/2009 - 12/12/2011
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
NY
05/08/2008 - 12/31/2009
BARCLAYS GLOBAL INVESTORS SERVICES (NEW YORK NY)
CA
02/04/1994 - 04/17/2008
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
MI
05/20/1993 - 01/21/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
12/20/1991 - 05/18/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 01/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lance Oman is the right advisor for you? Invested Better is here to help.
