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Lance Reed Wilcox

Crews & Associates, Inc.

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About Lance Reed Wilcox

Lance Wilcox is a financial advisor with Crews & Associates, Inc. based in Little Rock, Arkansas. Lance has been in the financial industry since April 2011 and is licensed in 18 states. Lance is a Series 7 and Series 63 licensed advisor. His primary focus is on providing financial planning services to individuals and businesses. Lance has experience working with clients in a range of financial situations.

Firm Information

Lance Wilcox is currently registered with Crews & Associates, Inc.. Crews & Associates, Inc. is a Corporation formed in 1979 and headquartered in LITTLE ROCK, AR. They provide financial planning, portfolio management for individuals and businesses. The firm has a total of 112,401,625 in assets under management, of which 94,446,571 is discretionary. They have a total of 270 accounts, of which 45 are discretionary. The firm is registered with the SEC and in 51 states. Crews & Associates, Inc. has 12 licensed agents, 16 investment adviser representatives, and 16 registered representatives. They offer wrap fee programs and participate in other advisory services. They work with a wide range of clients, including individuals, businesses, charitable organizations, and insurance companies.
Crews & Associates, Inc.

521 PRESIDENT CLINTON AVENUE

LITTLE ROCK, AR 72201

$112.40M

Assets Under Management

Not reported

Total Clients

108

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Lance Wilcox’s Registration & Firm History

AR

04/28/2011 - Present

Crews & Associates, Inc. (LITTLE ROCK AR)

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Licenses & Designations

BC

Issued 05/06/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lance Reed Wilcox.
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