Lance Anthony Nell
Investment adviser representative at Raymond James & Associates, Inc.
34 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$501BFirm assets
Are you Lance Anthony Nell? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- Raymond James & Associates, Inc.Sep 2023 to now
- Bank of America, N.A.May 2011 to Sep 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 1992 to Sep 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2264257
- Firm CRD
- 705