Lance Parker Wealth Management

Lance Parker Wealth Management (CRD# 158251) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $28,500,000 in 150 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1042 Pacific Street, Suite C, San Luis Obispo, CA 93401
https://www.advisorlance.com
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $190,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Lance Parker Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Lance Parker, financial advisor San Luis Obispo CA
Lance P. Parker
CRD#: 2499638
1042 Pacific Street, Suite C, San Luis Obispo, CA 93401

Lance Parker (CRD# 2499638) is an Investment Advisor Representative working at Lance Parker Wealth Management in San Luis Obispo, CA and has over 29 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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