Lance Peters, financial advisor Arlington TX

Lance Peters

Spotlight Asset Group

CRD Number: 2197862
Current Firm: Spotlight Asset Group
Compensation Model: Fee Only

Lance Peters (CRD# 288076) is an Investment Advisor Representative working at Spotlight Asset Group and has over 29 years of experience in the finance industry.

CONTACT
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Company Name Location Dates Years
Spotlight Asset Group Arlington, TX Nov 2018 - Current 2
Lpl Financial, LLC Issaquah, WA Dec 2014 - Nov 2018 3
Financial Advocates Investment Management Issaquah, WA Dec 2014 - Nov 2018 3
Hornor, Townsend, & Kent Horsham, PA Oct 2004 - Dec 2014 10
Penn Mutual Horsham, PA Oct 2004 - Dec 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1992
S65 NASAA Investment Advisors Law Examination Apr 1995
Contact Info for Lance E. Peters
By the Numbers
  • Total Assets Under Management
    404
    MILLIONS
  • Total Number of Accounts
    1,145
    ACCOUNTS
  • Average Account Value
    $352,577
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, MI, NC, TN, TX, WA

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Data verified by both the advisor and the public regulatory data.

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