Lance Jamerson, financial advisor Dallas TX

Lance Jamerson

CRD Number: 4264435
Current Firm: Westshore Wealth

Lance Jamerson (CRD# 4264435) is an Investment Advisor Representative working at Westshore Wealth in Dallas, TX and has over 20 years of experience in the finance industry. Lance Jamerson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Westshore Wealth Dallas, TX Dec 2018 - Current 2
Howard Financial Services Dallas, TX Sep 2013 - Dec 2018 5
Triad Advisors, Inc. Norcross, GA Nov 2011 - Sep 2013 1
Jonathan Roberts Advisory Group, Inc. Tampa, FL Jun 2009 - Nov 2011 2
J.w. Cole Financial, Inc. Tampa, FL May 2009 - Nov 2011 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2000
Contact Info for Lance D. Jamerson
Phone Number: (949) 825-7505
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    307
    MILLIONS
  • Total Number of Accounts
    486
    ACCOUNTS
  • Average Account Value
    $632,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, TX

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