Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Owens is a financial advisor with over 20 years of experience in the financial services industry. Lance is currently registered with Capital Client Group, Inc. and has been registered with the firm since 2013. Prior to joining Capital Client Group, Inc. Lance was with Cambridge Investment Research, Inc.. Lance holds the following licenses: Series 6, 7, 26, 63 and 65. Lance's office is located in Los Angeles, CA.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
09/20/2013 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
IA
02/21/2002 - 01/31/2003
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
IA
09/19/2000 - 11/09/2001
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
IA
Issued 09/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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