Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Preston Crossett is a financial advisor with over 28 years of experience in the financial industry. Lance currently works at RBC Capital Markets, LLC where he holds registrations as a Registered Representative in Colorado and Texas. Lance specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Lance has a broad range of experience in the financial industry including previous roles at UBS Financial Services Inc., Edward Jones, and Pruco Securities Corporation. Lance also has experience serving clients in various industries including insurance companies, charitable organizations, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
CO
05/11/2020 - Present
RBC Capital Markets, LLC (FORT COLLINS CO)
CO
03/02/2001 - 05/22/2020
UBS FINANCIAL SERVICES INC. (FORT COLLINS CO)
MO
05/30/1996 - 03/05/2001
EDWARD JONES (ST. LOUIS MO)
NJ
10/26/1992 - 04/22/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 08/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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