Lance RappardCRD Number: 5616784
Current Firm: On Investment Management Co
Lance Rappard (CRD# 5616784) is an Investment Advisor Representative working at On Investment Management Co in Wichita, KS and has over 8 years of experience in the finance industry.
Capital Wealthcare Advisors, L.c.
Cambridge Investment Research Advisors, Inc.
|Ohio National Financial Services||Cincinnati, OH||Jan 2013 - Current||5|
|The O. N. Equity Sales Company||Cincinnati, OH||Jan 2013 - Current||5|
|Self Employment||Wichita, KS||Jan 2012 - Jan 2013||1|
|The O.n. Equity Sales Company||Cincinnati, OH||Mar 2009 - May 2012||3|
|Ohio National Financial Services||Cincinnati, OH||Jan 2009 - May 2012||3|
|Financial Products Company||Wichita, KS||Nov 1998 - Dec 2011||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2009|
Total Assets Under Management1,005MILLIONS
Total Number of Accounts7,596ACCOUNTS
Average Account Value$132,313
- 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
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV