Lance Oman, financial advisor Berkeley CA

Lance Oman

CRD Number: 2197153
Current Firm: T. Rowe Price Associates, Inc.

Lance Oman (CRD# 2197153) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Berkeley, CA and has over 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
T Rowe Price 100 East Street, MD Nov 2019 - Current 1
Unemployed San Carlos, CA Jul 2019 - Nov 2019 < 1
Foreside Fund Services, LLC San Carlos, CA Nov 2016 - Jun 2019 2
Wisdomtree Asset Management, Inc. San Carlos, CA Oct 2016 - Jun 2019 2
New York Life Investments San Carlos, CA Jul 2015 - Oct 2016 1
Fidelity Investments Institutional Services Company, Inc. Smithfield, RI Jan 2014 - Jun 2015 1
Trust Company Of The West Los Angeles, CA May 2012 - Jan 2014 1
Tcw Funds Distributors Los Angeles, CA May 2012 - Jan 2014 1
Unemployed Oakland, CA Dec 2011 - May 2012 < 1
Blackrock San Francisco, CA Apr 2008 - Dec 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
Contact Info for Lance Oman
Phone Number: 410-345-2000
Registered State(s):
  • CA
  • MD
By the Numbers
  • Total Assets Under Management
    1,817,230
    MILLIONS
  • Total Number of Accounts
    3,582
    ACCOUNTS
  • Average Account Value
    $507,322,778
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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