Lance Financial Associates, Inc.
Lance Financial Associates, Inc. (CRD# 120589) is a financial advisory firm headquartered in Burlington, MA. They manage $59,740,012 in 878 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 Accounts878ACCOUNTS
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Average Account Value$68,041
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

Registered Investment Advisor
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.
1
Lawrence Panzeri (CRD# 356004) is an Investment Advisor Representative working at Lance Financial Associates, Inc. in Burlington, MA and has over 26 years of experience in the finance industry.
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