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Mark Daniel Lablance

Investment adviser representative at William Joseph Capital Management, Inc.
11 yearsExperience
1 stateRegistered in
$694.3MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. William Joseph Capital Management, Inc.Dec 2024 to now
  2. Lablance Financial Group, LLCAug 2020 to now
  3. M1 Capital ManagementJun 2015 to Dec 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 1 state (FL).

William Joseph Capital Management, Inc.

$694.3MAssets managed
1,879Clients
29Advisers
5 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
2437487
Firm CRD
226535
Advisor's SEC record (opens in a new tab)
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