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M Lance Couture

Couture Financial Inc.

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About M Lance Couture

Lance Couture is a financial advisor with Couture Financial Inc., a registered investment advisor. Lance has been in the industry for over 20 years and has a strong track record of success in providing financial advice to individuals and families. Lance specializes in providing financial planning and investment management services. Lance is a Registered Representative and a licensed Insurance Agent. Lance is registered with the state of Florida and has been licensed by the state of Texas for over 2 years. Lance's firm manages over $27 million in client assets. Lance is dedicated to providing personalized service and helping clients achieve their financial goals.

Firm Information

M Couture is currently registered with Couture Financial Inc.. Couture Financial Inc. is an investment advisory firm with a focus on financial planning, pension consulting, and portfolio management. They manage approximately $27,611,363 in assets for 103 clients. They primarily serve high-net-worth individuals and individuals other than high-net-worth. The firm has 2 licensed agents and 2 investment advisor representatives.

$27.61M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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M Couture’s Registration & Firm History

FL

10/10/2023 - Present

Couture Financial Inc. (SARASOTA FL)

FL

01/02/2015 - 10/02/2015

MERCURY SECURITIES, LLC (Sarasota FL)

FL

01/02/2009 - 12/31/2014

CALTON & ASSOCIATES, INC. (SARASOTA FL)

FL

09/11/1997 - 12/31/2008

SIGMA FINANCIAL CORPORATION (SARASOTA FL)

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Licenses & Designations

IA

Issued 02/16/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for M Lance Couture.
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