Unclaimed
Lance Bell is a financial professional with over a decade of experience in the industry. Lance is currently registered with Mesirow Financial, Inc. and holds the Series 7, Series 63, SIE and Series 79TO licenses. Lance was previously registered with BRG CAPSTONE CAPITAL ADVISORS, STILLPOINT CAPITAL, LLC, AVONDALE PARTNERS, LLC, P & M CORPORATE FINANCE, LLC, and HOULIHAN LOKEY HOWARD & ZUKIN CAPITAL, INC.. Lance is licensed in Illinois and Tennessee.
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.
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.
1
2
TN
06/04/2021 - Present
Mesirow Financial, Inc. (Brentwood TN)
TN
01/21/2019 - 04/29/2021
BRG CAPSTONE CAPITAL ADVISORS (Nashville TN)
FL
10/21/2016 - 01/08/2019
STILLPOINT CAPITAL, LLC (TAMPA FL)
TN
05/01/2012 - 10/03/2016
AVONDALE PARTNERS, LLC (NASHVILLE TN)
IL
03/23/2010 - 04/03/2012
P & M CORPORATE FINANCE, LLC (CHICAGO IL)
IL
07/20/2009 - 01/05/2010
HOULIHAN LOKEY HOWARD & ZUKIN CAPITAL, INC. (CHICAGO IL)
NC
08/20/2008 - 02/04/2009
MCCOLL PARTNERS, LLC (704-333-0525 NC)
BC
Issued 09/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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