Lance Barbre (CRD# 2903882) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Carmi, IL and has over 26 years of experience in the finance industry.
CRD# 6593282
Edward Jones
CRD# 4346343
Securities America Advisors, Inc.
CRD# 6240798
Avantax Planning Partners, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Inc. | Carmi, IL | Jul 2015 - Current | 8 |
| Securities America Advisors | Carmi, IL | Jul 2015 - Current | 8 |
| First National Bank Of Carmi | Carmi, IL | May 2002 - Current | 21 |
| Fintegra, LLC | Minneapolis, MN | May 2002 - Jul 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1997 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1998 |
- IL
- TX
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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