Lance Messervy, financial advisor Westlake Village CA
89 score

Lance Messervy

CRD Number: 6277354
Current Firm: One Capital Management, LLC

Lance Messervy (CRD# 6277354) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
One Capital Management, LLC Westlake Village, CA Nov 2013 - Current 4
Forest Pharmaceutical Salt Lake City, UT Sep 2013 - Nov 2013 < 1
Crestline Investors Park City, UT Jan 2013 - Aug 2013 < 1
University Of Utah Salt Lake City, UT May 2009 - May 2013 4
Woodbury Strategic Partners Salt Lake City, UT Sep 2012 - Dec 2012 < 1
Reliance Standard Life Carlsbad, CA Jan 2011 - Feb 2012 1
Salt Lake Community College Salt Lake City, UT Sep 2008 - May 2009 < 1
Utah Valley University Orem, UT May 2008 - Sep 2008 < 1
Lawyers Title Salt Lake City, UT Jan 2003 - Jan 2008 5
Palomar College St. Marcos, CA Sep 1998 - Dec 2007 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Lance W. Messervy
Phone Number: 805.409.8150
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States


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

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