Lance BillingsCRD Number: 1952415
Current Firm: Waddell & Reed
Lance Billings (CRD# 1952415) is an Investment Advisor Representative working at Waddell & Reed in Salina, KS and has over 28 years of experience in the finance industry.
Mwa Financial Services, Inc.
United Capital Management Of Kansas, Inc.
Waddell & Reed
|Billings Group (dba)||Salina, KS||Mar 2017 - Current||1|
|Billings Group Inc.||Salina, KS||Sep 2013 - Current||4|
|Various Insurance Carriers||Salina, KS||Sep 1989 - Current||28|
|Waddell & Reed, Inc.||Salina, KS||May 1989 - Current||28|
|Salina Christian Academy||Salina, KS||Sep 2010 - Dec 2016||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1989|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- 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
- 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, 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