Lance Financial Associates, Inc.
Lance Financial Associates, Inc. (CRD# 120589) is a financial advisory firm headquartered in Burlington, MA. They manage $59,685,085 in 325 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Lance Financial Associates, Inc.
By the Numbers
-
Total Assets Under Management60MILLION
-
Total Number of Accounts325ACCOUNTS
-
Average Account Value$183,646
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Lance Financial Associates, Inc.
No Advisor Found.
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