Lance Stonecypher (CRD# 2837617) is an Investment Advisor Representative working at Raymond Capital Advisors, LLC in Sarasota, FL and has 1 year of experience in the finance industry.
CRD# 5775908
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3143414
Lpl Financial LLC
CRD# 5554248
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond Capital Advisors, LLC | Sarasota, FL | Oct 2018 - Current | 5 |
| Unemployed | Sarasota, FL | Oct 2015 - Sep 2018 | 2 |
| Ned Davis Research, Inc. | Venice, FL | Feb 1986 - Oct 2015 | 29 |
- FL
- NC
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts42ACCOUNTS
-
Average Account Value$612,153
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
FL, NC
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