Lance Pan
Investment adviser representative at Capital Advisors Group, Inc
23 yearsExperience
1 stateRegistered in
CFADesignation
$23BFirm 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 assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
23 years in the industry.
- Capital Advisors Group, Inc.Mar 2003 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Capital Advisors Group, Inc
$23BAssets managed
236Clients
6Advisers
25 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
- 4747974
- Firm CRD
- 112000