Lance
Sevier

Lpl Financial LLC

CRD#5418562
Investment Advisor
in Bellevue, WA

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About this Advisor

Lance Sevier is a certified financial planner working in Bellevue, Washington, with 1 year of industry experience. Sevier is currently employed by Lpl Financial LLC. Their career trajectory has included roles at Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co, Cuna Brokerage Services, Inc, Alaska Usa and Lpl Financial LLC. Sevier holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Washington. Lpl Financial LLC is an advisory business based out of Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 advisors. It administers $368 billion in assets under management across its 1,688,501 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 accounts, 31% belong to high-net-worth investors who have greater than $1 million in investable assets. Lpl Financial LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees typically are based on which services are offered. Fees billed by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2041 148Th Ave Ne
Bellevue, WA 98007

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

WA Average: $646,059,043
Total Number of Employees

31,366

WA Average: 13
Total Number of Accounts

1,688,501

WA Average: 661
Average Account Size

$217,956

WA Average: $977,396

Investment Advisory Services

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

Lance Sevier Work History

Lance has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial LLC

2019 - Present (5 years)

Cuna Brokerage Services, Inc

2019 - Present (5 years)

Alaska Usa

2010 - 2019 (9 years)

Hornor Townsend & Kent Inc

2010 - 2019 (9 years)

Penn Mutual Life Ins Co

*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 Sevier 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Daniel Mehan
Chico, CA
John Gehlhaart
Waukesha, WI
Keith Clark
Corpus Christi, TX
Hope Hoch
Oldsmar, FL
Rebecca Chiccino
Charlestown, MA
Scott Feher
Walnut Creek, CA
Tracy Marlin
Newport Beach, CA

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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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.

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