Richard
Lancaster

Avantax Advisory Services

CRD#4882333
Investment Advisor
in Evansville, IN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Richard Lancaster is a financial advisor operating out of Evansville, Indiana with a total of 5 years of industry experience. Lancaster is an employee of Avantax Advisory Services. Over the course of their career, they have held roles at National Planning Corporation, High Net Worth Consulting Inc, Lancaster, Schnautz & White Llp, Rnl Properties, Avantax Investment Services, Inc, Avantax Advisory Services and Avantax Insurance Agency LLC. Lancaster has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Indiana. Avantax Advisory Services is a financial advisory business that has its headquarters in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 advisors. It has $31 billion in assets under management between its 123,393 accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 123,393 customer accounts, just 6% belong to high-net-worth clients who have more than $1 million in investable assets. Avantax Advisory Services offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management typically vary depending on which service is provided. However, fees charged by Avantax Advisory Services can be comprised of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

3305 Washington Avenue
Evansville, IN 47714

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

IN Average: $3,042,739,679
Total Number of Employees

2,433

IN Average: 49
Total Number of Accounts

123,393

IN Average: 2,315
Average Account Size

$250,972

IN Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Richard Lancaster Work History

Richard has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Avantax Investment Services, Inc

2017 - Present (7 years)

Avantax Advisory Services

2017 - Present (7 years)

Avantax Insurance Agency LLC

2015 - Present (9 years)

Lancaster, Schnautz & White Llp

2015 - Present (9 years)

Rnl Properties

2007 - Present (17 years)

High Net Worth Consulting Inc

2007 - 2017 (10 years)

National Planning Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Richard Lancaster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Avantax Advisory Services

Pamela Justus
Milwaukee, WI
San Cheong
Lake Forest, CA
Nicholas Randone
Melville, NY
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Ryan Newton
Irving, TX
Andrew Smith
Gadsden, AL
Rosa Rosales
Irving, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started