Rance SweetenCRD Number: 3111943
Current Firm: Lpl Financial LLC
Rance Sweeten (CRD# 3111943) is an Investment Advisor Representative working at Lpl Financial LLC in Mcallen, TX and has over 19 years of experience in the finance industry.
Geneos Wealth Management, Inc.
Evans Financial Planning, Inc.
Securities America Advisors, Inc.
|Lpl Financial LLC||Mcallen, TX||Nov 2017 - Current||< 1|
|National Planning Corp||Mcallen, TX||Nov 2001 - Current||16|
|Rance G. Sweeten Cpa P.c.||Mcallen, TX||Jan 1992 - Current||26|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 1998|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- 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