Lance
Cherry
Markowski Investments
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About this Advisor
Lance Cherry is a financial advisor operating in Murray, Kentucky, with 4 years of industry experience. Cherry works at Markowski Investments. Over the course of their career, Cherry has held roles at Jackson National Life Distributors LLC, Truth Of Investing and Caitlin John, LLC. Cherry has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Kentucky. Markowski Investments is a firm with a branch in Murray, Kentucky. It has offices in six locations and a total of 15 people on staff. It handles $268 million in assets among its 1,032 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,032 client accounts, just 8% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Markowski Investments has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees charged by Markowski Investments likely consist of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Markowski Investments Brokerage Details
$267,886,027
15
1,032
$259,579
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Lance Cherry Work History
Lance has been registered as a financial advisor for 4 years.*
Truth Of Investing
Caitlin John, LLC
Jackson National Life Distributors LLC
*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 Lance Cherry 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 Markowski Investments
Kingsland, TX
Tampa, FL
Tampa, FL
Tampa, FL
Pinckney, MI
Conway, NH
Murray, KY
Centerport, NY
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.
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