Vance LanierCRD Number: 4461212
Current Firm: Raymond James Financial Services Advisors, Inc.
Vance Lanier (CRD# 4461212) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lafayette, LA and has over 9 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
1st Global Advisors Inc.
|Vance E. Lanier Inc.||Lafayette, LA||Feb 2014 - Current||2|
|Lanier Investments, LLC||Lafayette, LA||May 2013 - Current||3|
|Raymond James Financial Services Advisors, Inc.||Lafayette, LA||Jan 2009 - Current||7|
|M & S Properties, LLC||Lafayette, LA||Mar 2007 - Current||9|
|Raymond James Financial Services, Inc.||Lafayette, LA||Jul 2003 - Current||13|
|Edl Partners||Lafayette, LA||Dec 2011 - Feb 2016||4|
|Oliver Investments||Lafayette, LA||Sep 2010 - Feb 2016||5|
|M & M Marketing||Lafayette, LA||Jul 2003 - Dec 2007||4|
|Independent Insurance Sales Agent||Milton, LA||Apr 2004 - Sep 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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