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 26 years of experience in the finance industry.

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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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