Donald Lance, financial advisor Eugene OR
93 score

Donald Lance

CRD Number: 5551115
Current Firm: Ksb Financial Services, LLC

Donald Lance (CRD# 5551115) is an Investment Advisor Representative working at Ksb Financial Services, LLC in Eugene, OR and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Ksb Insurance Services, LLC Eugene, OR Oct 2008 - Current 8
Ksb Financial Services, LLC Eugene, OR Oct 2008 - Current 8
Kernutt stokes llp (pka kernutt Stokes brandt & co. llp) Eugene, OR Jan 2008 - Current 8
Oppenheimer & Company Inc. Eugene, OR Aug 2008 - Jul 2015 6
Monaco Coach Corporation Coburg, OR Jul 1999 - Dec 2007 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Donald J. Lance
Phone Number: 541-687-1170
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States


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