Vance Lanier (CRD# 4461212) is an Investment Advisor Representative working at Lpl Financial LLC in Lafayette, LA and has over 16 years of experience in the finance industry.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 5252838
Avantax Advisory Services
CRD# 2689932
Lifemark Securities Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lafayette, LA | Sep 2020 - Current | 3 |
| Lanier Investments, LLC | Lafayette, LA | May 2013 - Current | 10 |
| Edl Partners | Lafayette, LA | Jul 1988 - Current | 35 |
| Raymond James Financial Services Advisors, Inc. | Lafayette, LA | Jan 2009 - Sep 2020 | 11 |
| M & S Properties, LLC | Lafayette, LA | Mar 2007 - Sep 2020 | 13 |
| Raymond James Financial Services, Inc. | Lafayette, LA | Jul 2003 - Sep 2020 | 17 |
| Oliver Investments | Lafayette, LA | Sep 2010 - Feb 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- LA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, WY
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