Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Wood is a registered investment advisor representative with State Farm Investment Management Corp. Lance Wood is currently registered in Indiana, Michigan, and Ohio. Lance Wood has been in the securities industry for over 8 years. Lance Wood's professional experience includes working with State Farm VP Management Corp. and Lance Wood Insurance Agency. Lance Wood is a licensed insurance agent in addition to his work as an investment advisor representative.
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.
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.
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2
OH
04/01/2019 - Present
State Farm Investment Management Corp. (Bowling Green OH)
BC
Issued 06/29/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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