Lance Whitney (CRD# 4960943) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 15 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Algonac Public Schools | Algonac, MI | Aug 2022 - Current | 1 |
Cpr Investments | Rochester, MI | Nov 2015 - Current | 8 |
Cpr Financial Group | Rochester, MI | Nov 2015 - Current | 8 |
Coaching | New Baltimore, MI | Aug 2011 - Current | 12 |
Officiating | New Baltimore, MI | Dec 2004 - Current | 19 |
South Lake Public Schools | South Lake, MI | Aug 2018 - Aug 2022 | 4 |
Center Line Public Schools | Center Line, MI | Nov 2014 - Aug 2018 | 3 |
Hbw Securities LLC | Simi Valley, CA | May 2011 - Nov 2015 | 4 |
Hbw Advisory Services LLC | Simi Valley, CA | Jan 2010 - Nov 2015 | 5 |
Hbw Insurance & Financial Services | Simi Valley, CA | Jul 2004 - Nov 2015 | 11 |
Adult Learning Systems | Ann Arbor, MI | Nov 2011 - Nov 2014 | 3 |
Richmond Community Schools | Richmond, MI | Aug 2011 - Nov 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2008 |
S65 | NASAA Investment Advisors Law Examination | Aug 2008 |
- MI
-
Total Assets Under Management295MILLIONS
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Total Number of Accounts3,510ACCOUNTS
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Average Account Value$84,112
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, GA, IL, KY, MA, MI, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA
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