Lance StyerCRD Number: 5400632
Current Firm: Edward Jones
Lance Styer (CRD# 5400632) is an Investment Advisor Representative working at Edward Jones in Broomfield, CO and has over 10 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Edward Jones||St Louis, MO||Nov 2010 - Current||7|
|Slc Investments, LLC||Hudson, CO||Feb 2008 - Nov 2010||2|
|Routt Enterprises||Hudson, CO||Apr 1999 - Nov 2010||11|
|The Cutting Edge||Hudson, CO||Aug 1994 - Nov 2010||16|
|Equity Leadership Group Of America, Inc.||Centennial, CO||Jun 2007 - Apr 2008||< 1|
|Equity Leadership Insurance Agency||Pensacola, FL||Jun 2007 - Apr 2008||< 1|
|Intersecurities, Inc.||Centennial, CO||Jun 2007 - Apr 2008||< 1|
|Equity Leadership Mortgage Group||Centennial, CO||May 2007 - Apr 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2007|
|S66||NASAA Uniform Combined State Law Examination||Jan 2011|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.