Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Hollingsworth is a Certified Financial Planner™ registered with the state of Tennessee since April 2004 and the state of Texas since June 2005. Lance is an Investment Advisor Representative at Summit Asset Management LLC and has been with the firm since March 2004. Lance provides general consultations, financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
General consultations
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.
A percentage of the total value of assets under management is charged.
1
2
TN
06/09/2005 - Present
Summit Asset Management LLC (MEMPHIS TN)
Active
Inactive
Not sure Lance Hollingsworth is the right advisor for you? Invested Better is here to help.
