Lance Armstrong, financial advisor Columbia NJ
93 score

Lance Armstrong

CRD Number: 4592423
Current Firm: Raymond James Financial Services Advisors, Inc.

Lance Armstrong (CRD# 4592423) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Columbia, NJ and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Coopcade Capital LLC Lafayette, NJ Mar 2011 - Current 5
Raymond James Financial Services Advisors Inc. Andover, NJ Sep 2009 - Current 7
Raymond James Financial Services Andover, NJ Apr 2007 - Current 9
First Hope Bank Andover, NJ Apr 2007 - Current 9
Sorrento Pacific Financial, LLC San Diego, CA Nov 2005 - Apr 2007 1
Sussex Bank Augusta, NJ Sep 2002 - Apr 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Lance R. Armstrong
Phone Number: 727-567-5877
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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