Lance Powers, financial advisor The Villages FL
93 score

Lance Powers

CRD Number: 5607722
Current Firm: Raymond James & Associates, Inc.

Lance Powers (CRD# 5607722) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in The Villages, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James And Associates The Villages, FL Oct 2011 - Current 5
Morgan Stanley Smith Barney Ocala, FL Jun 2009 - Oct 2011 2
Morgan Stanley & Company Incorporated Ocala, FL Oct 2008 - Oct 2011 3
Suntrust Ocala, FL Mar 1998 - Sep 2008 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Lance M. Powers
Phone Number: 727-567-1000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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