Lance MesservyCRD 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.
Fried Asset Management, Inc.
Greyfox Investors LLC
|One Capital Management, LLC||Westlake Village, CA||Nov 2013 - Current||3|
|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|
Total Assets Under Management921MILLIONS
Total Number of Accounts1,757ACCOUNTS
Average Account Value$524,147
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, KS, NH, NY, OH, OR, TX, WA
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