Michael Lancaster, financial advisor Flowery Branch GA
77 score

Michael Lancaster

CRD Number: 6258809
Current Firm: Edward Jones

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.

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Company Name Location Dates Years
Edward Jones St Louis, MO Oct 2013 - Current 3
Unemployed Gainesville, GA May 2013 - Oct 2013 < 1
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
Unemployed Gainesville, GA Apr 2009 - Jun 2009 < 1
Better Pizza Inc. Gainesville, GA Jun 2006 - Jun 2009 3
Etelecare Phoenix, AZ Mar 2009 - Apr 2009 < 1
Unemployed Gainesville, GA Dec 2008 - Mar 2009 < 1
Year One Inc. Braselton, GA Mar 2005 - Dec 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination 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: 314-515-2000
Registered State(s):
  • GA
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

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
77

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