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).

Current Firm Details
2 Winnmere Ave., Burlington, MA 01803
https://www.lancefinancial.com
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    882
    ACCOUNTS
  • Average Account Value
    $64,388
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Lance Financial Associates, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Lawrence Panzeri, financial advisor Burlington MA
Lawrence M. Panzeri
CRD#: 356004
2 Winnmere Ave., Burlington, MA 01803
83
Wealthminder
score

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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