Patrick Lanza (CRD# 5728122) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Pensacola, FL and has over 12 years of experience in the finance industry.
CRD# 1672337
Ameriprise Financial Services, LLC
CRD# 5194535
Fsa Investment Group, LLC
CRD# 5739032
Familywealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lambert Lanza Cpas Pa | Pensacola, FL | Jan 2020 - Current | 4 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2016 - Current | 8 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2016 - Current | 8 |
| Patrick G Lanza | Pensacola, FL | Nov 2014 - Current | 9 |
| Lambert Lanza Cpas Pa | Pensacola, FL | Oct 2006 - Jan 2020 | 13 |
| H.d.vest Advisory Services | Pensacola, FL | Jan 2014 - Feb 2016 | 2 |
| H. D. Vest Investment Services | Pensacola, FL | Jun 2011 - Feb 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2011 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2013 |
- FL
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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, WY
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