Michael Lancaster, financial advisor Flowery Branch GA
85 score

Michael Lancaster

CRD Number: 6258809
Current Firm: Edward Jones
Compensation Model: Both
Michael Lancaster (CRD# 6258809) is an Investment Advisor Representative working at Edward Jones in Flowery Branch, GA and has over 3 years of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Edward Jones St Louis, MO Oct 2013 - Current 4
University Of Georgia Athens, GA Jan 2012 - May 2013 1
Rep. Emory Dunahoo Atlanta, GA Feb 2013 - Mar 2013 < 1
Gainesville State College Oakwood, GA Aug 2009 - Jan 2012 2
Year One Inc. Braselton, GA Jun 2009 - Oct 2011 2
Year One Inc. Braselton, GA Mar 2005 - Dec 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
S7 General Securities Representative Examination (GS) Dec 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Michael K. Lancaster
Phone Number: 770-967-3947
Registered State(s):
  • GA
  • DC
  • FL
  • SC
  • TX
  • AL
  • DE
  • IL
  • KS
  • LA
  • MN
  • NC
  • NY
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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
85
Verified Page
Data verified by both the advisor and the public regulatory data.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.