Lance Wexler (CRD# 2543364) is an Investment Advisor Representative working at Nexus Wealth Advisors, LLC in Santa Cruz, CA and has over 21 years of experience in the finance industry.
Through comprehensive financial planning and fee-only investment management, we help people get clarity about their financial future and put in place actionable strategies to improve their results.
We help individuals, business owners, pre-retirees, and retirees strip the stress from money and the future so they can focus on living life fully and doing what they love. A locally owned company, Nexus Wealth Advisors was created with the intent of crafting a financial services firm that provides clients with clarity, coordination, transparency, and exceptional care around preserving and growing wealth. Our vision is that our work generates ripples of peace, prosperity, and capacity for love and positive change in our community.
As "fiduciary" advisors, we operate under a different and higher standard of responsibility to clients than any other type of financial advisor. As an independent registered investment advisor (RIA), we are not obliged, incented or restricted and instead are free to recommend financial and investment strategies that are purely in our clients' best interest.
Lance is a local business owner, family man, philanthropist, and ocean loving artist.
Lance was originally securities licensed in 1994 when he worked for Lincoln Financial Group. An entrepreneur at heart, Lance has created several companies including: American Life Solutions, Coastline Funding Group, and ROI By Design. Prior to forming Nexus Wealth Advisors in 2013, he was a financial advisor with Waddell & Reed, Inc. There he excelled as a top producer earning a position in the exclusive Gold Medalist Program and Circle of Champions. Lance holds a degree in Economics from UCSC.
Lance lives in Scotts Valley with his wife and two children. He is honored to be board treasurer of both CASA of Santa Cruz County and The Coastal Watershed Council. He has a passion for nature, the ocean in particular, and is a member of the U.S. Coast Guard Auxiliary. His favorite activities include: exploring and discovering with his children, tennis, surfing, sculpting stone, and connecting with people.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
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Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Pointe Advisors | Santa Cruz, CA | Dec 2022 - Current | 1 |
| Beacon Pointe Insurance Services | Santa Cruz, CA | Dec 2022 - Current | 1 |
| Nexus Wealth Advisors, LLC | Santa Cruz, CA | Mar 2020 - Dec 2022 | 2 |
| United Capital Financial Advisers, LLC | Newport Beach, CA | Feb 2017 - May 2020 | 3 |
| Nexus Wealth Advisors, LLC | Santa Cruz, CA | Aug 2013 - Jan 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2010 |
- CA
- TX
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Total Assets Under Management31,280MILLIONS
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Total Number of Accounts47,098ACCOUNTS
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Average Account Value$664,146
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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