Lance Financial Associates, Inc.
Lance Financial Associates, Inc. (CRD# 120589) is a financial advisory firm headquartered in Burlington, MA. They manage $56,789,858 in 882 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management57MILLION
Total Number of Accounts882ACCOUNTS
Average Account Value$64,388
- 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)
- Educational seminars/workshops
Lawrence Panzeri (CRD# 356004) is an Investment Advisor Representative working at Lance Financial Associates, Inc. in Burlington, MA and has over 25 years of experience in the finance industry.