Rance SweetenCRD Number: 3111943
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)
Rance Sweeten (CRD# 3111943) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Mcallen, TX and has over 19 years of experience in the finance industry.
Evans Financial Planning, Inc.
Securities America Advisors, Inc.
Lpl Financial LLC
|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 Management7,811MILLIONS
Total Number of Accounts42,943ACCOUNTS
Average Account Value$181,887
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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, VT, WA, WI, WV