Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Adicks is a financial advisor registered with Wells Fargo Clearing Services, LLC. Lance is a registered representative in South Carolina and Texas. Lance has been in the industry since January 5, 2017. Lance has Series 7 and Series 66 securities registrations as well as the SIE exam. Prior to joining Wells Fargo Clearing Services, LLC, Lance has held positions with First Citizens Investor Services, Inc. and Northwestern Mutual Investment Services, LLC.
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.
1
2
SC
05/20/2021 - Present
Wells Fargo Clearing Services, LLC (COLUMBIA SC)
NC
07/10/2019 - 11/06/2020
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
SC
03/13/2019 - 07/09/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLUMBIA SC)
SC
09/07/2016 - 02/14/2019
EDWARD JONES (COLUMBIA SC)
BOTH
Issued 09/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Lance Adicks is the right advisor for you? Invested Better is here to help.
