Boone LancasterCRD Number: 5386228
Current Firm: Signator Investors, Inc.
Boone Lancaster (CRD# 5386228) is an Investment Advisor Representative working at Signator Investors, Inc. in Nashville, TN and has over 9 years of experience in the finance industry.
Retirement Resources Management, LLC
Envision Wealth Planning
Raymond James Financial Services Advisors, Inc.
|Jhfn Sii||Nashville, TN||Sep 2011 - Current||6|
|Securian Financial Services||St. Paul, MN||Jul 2007 - Sep 2011||4|
|Minnesota Life Insurance Company||St. Paul, MN||Jul 2007 - Sep 2011||4|
|Shoemaker Financial||Nashville, TN||Jul 2007 - Sep 2011||4|
|Vanderbilt University||Nashville, TN||Aug 2003 - May 2007||3|
|Office Of The Secretary Of The Senate (federal)||Washington, DC||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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