Lance Douglas Jamerson
Investment adviser representative at Westshore Wealth
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$662.4MFirm 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
Experience
13 years in the industry.
- Westshore WealthDec 2018 to now
- Howard Financial ServicesSep 2013 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (TX).
Westshore Wealth
Legal name: Westshore Wealth, LLC
$662.4MAssets managed
207Clients
7Advisers
9 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
- 4264435
- Firm CRD
- 283843