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.
Hedgefield Wealth Management LLC
Cravens Brothers Private Wealth Management LLC
Patton Fund Management, Inc.
|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|
Total Assets Under Management404MILLIONS
Total Number of Accounts1,145ACCOUNTS
Average Account Value$352,577
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, IL, MI, NC, TN, TX, WA
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