Lance Billings (CRD# 1952415) is an Investment Advisor Representative working at Rfg Advisory, LLC in Salina, KS and has over 34 years of experience in the finance industry.
CRD# 4299232
United Capital Management Of Kansas, Inc.
CRD# 6983312
Edward Jones
CRD# 7050320
United Capital Management Of Kansas, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Private Client Services | Salina, KS | Jan 2021 - Current | 3 |
Rfg Advisory, Llc Dba Billings Group | Salina, KS | Jan 2021 - Current | 3 |
Billings Group, Inc. | Salina, KS | Sep 2013 - Current | 10 |
Various Insurance Carriers | Salina, KS | Sep 1989 - Current | 34 |
Waddell & Reed, Inc. | Salina, KS | May 1989 - Jan 2021 | 31 |
Salina Christian Academy | Salina, KS | Sep 2010 - Dec 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1989 |
S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- KS
- TX
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Total Assets Under Management3,859MILLIONS
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Total Number of Accounts17,871ACCOUNTS
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Average Account Value$215,951
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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