ADVISOR BIO

Lacey Alexandra Lopez is a financial professional registered with Raymond James & Associates, Inc. Lacey is licensed to offer securities and investment advisory services in the state of Florida. Lacey is a recent addition to the industry having joined the firm on December 15, 2023.

SPECIALIZATIONS

ADVISOR BIO

Lacy Louise Baluta is a financial advisor with Raymond James & Associates, Inc. Lacy is located in Melbourne, FL and has over 2 years of experience in the financial industry. Lacy has a Series 7, Series 66 and SIE license and is registered in Florida. Prior to joining Raymond James & Associates, Inc., Lacy was employed at J.W. COLE FINANCIAL, INC. Lacy offers a wide range of financial services including financial planning, investment management, and retirement planning.

SPECIALIZATIONS

ADVISOR BIO

Lacy Jeanine Kleive is a financial professional with over 20 years of experience in the industry. Lacy is currently registered with Wells Fargo Clearing Services, LLC. She provides investment consulting services to institutional clients as well as financial planning. Lacy has a wide range of experience, having worked with various firms including UBS Financial Services Inc., A. G. Edwards & Sons, Inc., National Planning Corporation, Manulife Financial Securities LLC, SunTrust Securities, Inc., and Royal Alliance Associates, Inc.

SPECIALIZATIONS

ADVISOR BIO

Lana R. Washburn is a financial advisor with Raymond James & Associates, Inc. Lana has been in the financial services industry for over 16 years, and has experience working with clients in a variety of industries. Lana holds both Series 7 and Series 66 licenses, and is registered with the state of Pennsylvania and Texas.

SPECIALIZATIONS

ADVISOR BIO

Lana Bull is a financial advisor in Winter Park, FL. Lana is registered with Morgan Stanley. Lana has been in the industry for over 10 years. Lana previously worked at Charles Schwab & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Lana has passed the Series 7, SIE and Series 66 exams.

SPECIALIZATIONS

ADVISOR BIO

Lance Bernard Fraser is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc.. Lance has been in the industry since April 12, 1991. Lance is also an Investment Advisor Representative and has worked for several firms including Nomura Securities International, Inc., and The Blackstone Group L.P. Lance has been registered with the Securities and Exchange Commission since January 26, 2000.

SPECIALIZATIONS

ADVISOR BIO

Lance White is a financial advisor registered with Morgan Stanley and has been in the industry since 1996. Lance has been actively registered as an investment advisor representative in both Ohio and Florida. His expertise includes providing financial planning services, portfolio management for individuals and businesses, and asset allocation advice. Lance holds the Series 3, 7, 31, 63 and 65 licenses. He has a wide range of experience, having worked for UBS Financial Services Inc. and Morgan Stanley Smith Barney LLC in the past. Lance White is committed to helping clients achieve their financial goals and offers personalized services tailored to meet individual needs.

SPECIALIZATIONS

ADVISOR BIO

Lance Hemmer is a registered investment advisor representative with Cetera Investment Advisers LLC. Lance has been in the financial services industry since March 28, 2000. Lance is licensed to provide investment advice in Florida and Texas. Lance has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Lance's specialties include financial planning, pension consulting, and portfolio management. Lance is also a licensed insurance agent and holds notary public credentials.

SPECIALIZATIONS

ADVISOR BIO

Lance Beck is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Lance has been in the industry since 1996 and holds multiple licenses and registrations. He has experience with various financial products and services, including investment advisory services. Lance is also registered to provide investment advice in several states.

SPECIALIZATIONS

ADVISOR BIO

Lance Moody is a financial advisor currently registered with Cetera Investment Advisers LLC. Lance has been in the financial industry for almost 30 years. Lance has been registered with Cetera since March of 2020, previously working with AEGIS CAPITAL CORP. and NATIONAL SECURITIES CORPORATION, among others. Lance holds Series 3, 7, 9, 10, 63, and 65 licenses and has a total of 7 approved state registrations.

SPECIALIZATIONS