Lance Wordelmann (CRD# 4060182) is an Investment Advisor Representative working at Counterpoint Asset Management LLC in Boynton Beach, FL and has over 23 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 1235698
World Equity Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Northern Lights Distributors, LLC | Elkhorn, NE | Feb 2021 - Current | 3 |
Cp Distributors, Inc. | San Diego, CA | Jan 2021 - Current | 3 |
Unemployed | Boynton Beach, FL | May 2020 - Jan 2021 | < 1 |
Cfra Research | Boynton Beach, FL | Nov 2019 - May 2020 | < 1 |
Pacer Financial, Inc. | Malver, PA | Jul 2017 - Oct 2019 | 2 |
Unemployed | Boynton Beach, FL | Apr 2017 - Jul 2017 | < 1 |
Osprey Partners, LLC | New York, NY | Sep 2016 - Mar 2017 | < 1 |
Unemployed | Boynton Beach, FL | Jan 2016 - Aug 2016 | < 1 |
Metric Advisors | Boca Raton, FL | Jan 2015 - Dec 2015 | < 1 |
Amg Distributors, Inc. - Affiliated Managers Group | Boynton Beach, FL | Sep 2010 - Oct 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2000 |
S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- CA
-
Total Assets Under Management72MILLIONS
-
Total Number of Accounts330ACCOUNTS
-
Average Account Value$217,840
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CA
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