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Lance Pan, financial advisor Newton MA

Lance Pan

CRD Number: 4747974
Current Firm: Capital Advisors Group, Inc.

Lance Pan (CRD# 4747974) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Newton, MA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Capital Advisors Group, Inc. Newton, MA Mar 2003 - Current 21

Lance Pan has no recent exams reported.
Contact Info for Lance Pan
Chatham Center, 29 Crafts Street, Newton, MA 01770
Phone Number: 617-630-8100
Firm Website: http://www.capitaladvisors.com
Registered State(s):
  • MA
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Current Firm Details
Capital Advisors Group, Inc.
Firm's CRD Number: 112000
1 Federal Street, Suite 2200, Boston, MA 02110
By the Numbers
  • Total Assets Under Management
    25,879
    MILLIONS
  • Total Number of Accounts
    267
    ACCOUNTS
  • Average Account Value
    $96,923,934
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, MA, MD, NJ, NY, PA

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