Lance Scott (CRD# 5608446) is an Investment Advisor Representative working at Bay Harbor Wealth Management, LLC in Hunt Valley, MD and has over 13 years of experience in the finance industry.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bay Harbor Wealth Management, Llc-ria (iard# 294000) | Hunt Valley, MD | Oct 2018 - Current | 5 |
| Bay Harbor Insurance, LLC | Baltimore, MD | Aug 2018 - Current | 5 |
| Global Financial Private Capital, LLC | Sarasota, FL | Apr 2011 - Aug 2019 | 8 |
| Bay Harbor Wealth Management, LLC | Hunt Valley, MD | Apr 2011 - Oct 2018 | 7 |
| Bay Harbor Wealth Management, Llc-ria (iard# 167111) | Baltimore, MD | Apr 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2010 |
- MD
-
Total Assets Under Management292MILLIONS
-
Total Number of Accounts1,253ACCOUNTS
-
Average Account Value$232,694
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
DE, FL, MD, NC, NH, OR, PA, SC, TX, VA
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