Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Barnes is a financial advisor with Wells Fargo Advisors Financial Network, LLC and has been in the industry for over 24 years. Lance holds the Series 6, Series 7, Series 63, and Series 65 licenses. Lance is a Certified Financial Planner and a Chartered Financial Consultant and specializes in Retirement planning, College Savings planning, Income and Estate planning, Investment Management, and Insurance and Annuities. Lance is also registered in Alabama, Colorado, Connecticut, Florida, Georgia, Idaho, New Jersey, North Carolina, Ohio, Oklahoma, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Wisconsin, and Wyoming.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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GA
08/11/2022 - Present
Wells Fargo Advisors Financial Network, LLC (PEACHTREE CITY GA)
GA
01/01/2008 - 08/11/2022
WELLS FARGO CLEARING SERVICES, LLC (ALBANY GA)
GA
03/23/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ALBANY GA)
NY
09/28/2001 - 04/07/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
07/12/1999 - 10/01/2001
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
WI
03/09/1998 - 05/26/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 10/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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