Lance
Harder

Grp Financial Services, LLC

CRD#7286728
Investment Advisor
in Farmingdale, ME

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About this Advisor

Lance Harder is a financial advisor based in Farmingdale, Maine, working with Grp Financial Services, LLC. Lance has previously held positions at Maine Offroad Adventures, Texas Roadhouse, Husson University, New York Life Insurance Company, Nylife Securities LLC, The Prudential Insurance Company Of America, Pruco Securities LLC, Gosline Retirement Planning, Advisory Alpha, LLC, Film Efx, and Grp Financial Services, LLC. Lance has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Maine. Currently, Lance is part of Grp Financial Services, LLC, which operates out of Farmingdale, Maine. The firm has 1 office and 14 employees. The firm manages assets totaling $109.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Grp Financial Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

633 Maine Avenue
Farmingdale, ME 04344

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Grp Financial Services, LLC Brokerage Details

Total Assets Under Management

$109,866,444

ME Average: $618,328,769
Total Number of Employees

14

ME Average: 10
Total Number of Accounts

695

ME Average: 975
Average Account Size

$158,081

ME Average: $634,183

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Lance Harder Work History

2024 - Present (1 year)

Grp Financial Services, LLC

2023 - Present (2 years)

Gosline Retirement Planning

2023 - 2024 (1 year)

Advisory Alpha, LLC

2023 - 2023 (< 1 year)

Film Efx

2022 - 2023 (1 year)

The Prudential Insurance Company Of America

2022 - 2023 (1 year)

Pruco Securities LLC

2021 - 2022 (1 year)

Nylife Securities LLC

2020 - 2022 (2 years)

New York Life Insurance Company

2019 - 2019 (< 1 year)

Maine Offroad Adventures

2019 - 2019 (< 1 year)

Maine Offroad Adventures

2017 - 2020 (3 years)

Texas Roadhouse

2015 - 2020 (5 years)

Husson University

Disclosures

Please visit the SEC profile of Lance Harder 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 Grp Financial Services, LLC

Lance Harder
Farmingdale, ME
Joseph Clark
Farmingdale, ME
Jacob Coan
Farmingdale, ME
Nathan Nichols
Farmingdale, ME
Brooks Riley
Davidson, NC

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