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
Lance Parker Wealth Management
By the Numbers
-
Total Assets Under Management29MILLION
-
Total Number of Accounts150ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Lance Parker Wealth Management
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.