Lance Parker Wealth Management
Lance Parker Wealth Management (CRD# 158251) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $28,500,000 in 150 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Lance Parker Wealth Management
By the Numbers
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Total Assets Under Management29MILLION
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Total Number of Accounts150ACCOUNTS
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Average Account Value$190,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Lance Parker Wealth Management
1
Lance Parker (CRD# 2499638) is an Investment Advisor Representative working at Lance Parker Wealth Management in San Luis Obispo, CA and has over 29 years of experience in the finance industry.
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