Lance Powers (CRD# 5607722) is an Investment Advisor Representative working at Canopy 360 Wealth, LLC in Ocala, FL and has over 15 years of experience in the finance industry.
CRD# 2882852
Pnc Investments
CRD# 6436659
J.p. Morgan Securities LLC
CRD# 5926598
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Canopy 360 Wealth ,llc | Ocala, FL | Aug 2018 - Current | 5 |
| United Advisors Services | New York, NY | Feb 2018 - Aug 2018 | < 1 |
| Financial Services International Corp. | Edmonds, WA | Feb 2018 - Aug 2018 | < 1 |
| Raymond James And Associates | The Villages, FL | Oct 2011 - Feb 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2009 |
- FL
-
Total Assets Under Management261MILLIONS
-
Total Number of Accounts772ACCOUNTS
-
Average Account Value$337,602
- 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
FL
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