Chase Lance (CRD# 7417059) is an Investment Advisor Representative working at Primerica Advisors in Lawrenceville, GA and has over 2 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 3012105
Lpl Financial LLC
CRD# 5338514
Rollins Financial Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pfs Investments Inc. | Lawrenceville, GA | Aug 2021 - Current | 2 |
Nexa Mortgage, LLC | Marietta, GA | May 2021 - Current | 3 |
Primerica Financial Services | Lawrenceville, GA | Oct 2020 - Current | 3 |
Your Home Sold Guaranteed Realty, LLC | Buford, GA | May 2020 - Current | 4 |
Walmart | Peachtree City, GA | Mar 2020 - May 2020 | < 1 |
Saint Leo | Oxford, MS | Oct 2019 - May 2020 | < 1 |
Agile Pursuits Franchising, Inc. | Oxford, MS | May 2019 - May 2020 | 1 |
University Of Mississippi Center For Learning And Excellence | Oxford, MS | Aug 2017 - May 2020 | 2 |
Full-time Student / University Of Mississippi | Oxford, MS | Aug 2016 - May 2020 | 3 |
University Of Mississippi Research Experience For Undergraduates | Oxford, MS | May 2019 - Aug 2019 | < 1 |
United Parcel Service | Peachtree City, GA | Nov 2018 - Jan 2019 | < 1 |
Stivers Decatur Subaru | Decatur, GA | Dec 2017 - Dec 2018 | 1 |
Kroger | Peachtree City, GA | May 2017 - Aug 2017 | < 1 |
Kroger | Peachtree City, GA | Jan 2016 - Aug 2016 | < 1 |
Full-time Student / Starr's Mill High School | Fayetteville, GA | Aug 2012 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2021 |
S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- GA
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Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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