Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Cannon is a financial advisor with over 28 years of experience in the financial services industry. Lance has a wide range of experience working with clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Lance is registered with LPL Financial LLC and is a registered investment advisor. Lance currently holds Series 3, 7, 24, 26, 51, 63, 65, and 66 licenses. Lance provides a variety of financial services, including financial planning, portfolio management, and investment advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
1
2
ID
07/19/2023 - Present
LPL Financial LLC (KETCHUM ID)
OR
01/21/2022 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (GRESHAM OR)
NE
07/06/2018 - 12/15/2021
ALLSTATE FINANCIAL SERVICES, LLC (Lincoln NE)
WA
12/08/2014 - 11/27/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
OR
09/24/2013 - 11/24/2014
STANCORP EQUITIES, INC. (PORTLAND OR)
MN
10/04/2006 - 10/28/2011
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
SC
08/10/2005 - 09/09/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
08/29/1996 - 11/17/2004
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
07/31/1993 - 09/06/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
03/20/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 10/18/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2020
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/19/2020
Series 24 - General Securities Principal Examination
BC
Issued 03/21/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1990
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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