Lance Pearce (CRD# 6226270) is an Investment Advisor Representative working at Amerity Wealth Management, LLC in Lakeland, FL and has over 6 years of experience in the finance industry.
CRD# 5383309
Truist Advisory Services, Inc.
CRD# 2800204
Lpl Financial LLC
CRD# 5963139
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Instacart | Winterhaven, FL | Mar 2024 - Current | < 1 |
| Amerity Wealth Management | Winter Haven, FL | Jun 2023 - Current | < 1 |
| Amerity Financial | Winter Haven, FL | Jun 2023 - Current | < 1 |
| Pearce Financial | Winter Haven, FL | Jul 2019 - Dec 2023 | 4 |
| Retirement Resources Of Central Florida | Winter Haven, FL | Mar 2022 - Jun 2023 | 1 |
| Pearce Financial | Winter Haven, FL | Jul 2019 - Jun 2023 | 3 |
| The Retirement Group, LLC | San Diego, CA | Sep 2015 - Jun 2019 | 3 |
| Principal Financial | Tampa, FL | Mar 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- FL
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Total Assets Under Management141MILLIONS
-
Total Number of Accounts496ACCOUNTS
-
Average Account Value$284,346
- 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
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, GA, IL, IN, MA, MI, NC, NJ, NY, OH, OR, SC, TN, TX, VA, WA
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