Lance Adam Tacquard
Investment adviser representative at LPL Financial LLC
16 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- LPL Financial LLCJan 2025 to now
- AllstateMay 2024 to Dec 2024
- UnemployedMar 2024 to Apr 2024
- Financial Engines Advisors L.L.C.Jun 2022 to Dec 2023
- UnemployedOct 2021 to May 2022
- Edelman Financial EnginesJun 2021 to Mar 2024
- Tdameritrade, Inc.Jul 2010 to Sep 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
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
- 2846261
- Firm CRD
- 6413