Lance Whitney, financial advisor Rochester MI

Lance Whitney

CRD Number: 4960943
Current Firm: Cpr Investments Inc.

Lance Whitney (CRD# 4960943) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Algonac Public Schools Algonac, MI Aug 2022 - Current 1
Cpr Investments Rochester, MI Nov 2015 - Current 8
Cpr Financial Group Rochester, MI Nov 2015 - Current 8
Coaching New Baltimore, MI Aug 2011 - Current 12
Officiating New Baltimore, MI Dec 2004 - Current 19
South Lake Public Schools South Lake, MI Aug 2018 - Aug 2022 4
Center Line Public Schools Center Line, MI Nov 2014 - Aug 2018 3
Hbw Securities LLC Simi Valley, CA May 2011 - Nov 2015 4
Hbw Advisory Services LLC Simi Valley, CA Jan 2010 - Nov 2015 5
Hbw Insurance & Financial Services Simi Valley, CA Jul 2004 - Nov 2015 11
Adult Learning Systems Ann Arbor, MI Nov 2011 - Nov 2014 3
Richmond Community Schools Richmond, MI Aug 2011 - Nov 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Lance B. Whitney
Phone Number: 800-213-1164
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    295
    MILLIONS
  • Total Number of Accounts
    3,510
    ACCOUNTS
  • Average Account Value
    $84,112
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
Types of Clients
Registered States

AZ, CA, CT, FL, GA, IL, KY, MA, MI, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA

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