Lance Patrick Boyce
Investment adviser representative at Cetera Investment Advisers LLC
33 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
33 years in the industry.
- Crosscoast Legacy PartnersJan 2025 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Boyce Financial Group, LLC dba Boyce Financial GroupJan 2020 to now
- Cetera Wealth Services, LLCJan 2013 to now
- Dept. of Defense (army)May 1993 to now
- Boyce Financial Group, LLCJun 2007 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 4169792
- Firm CRD
- 105644