Lance Alan Sevier
Investment adviser representative at LPL Financial LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm 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
- Seminars and workshops
Experience
16 years in the industry.
- LPL Financial LLCDec 2023 to now
- Financial Advocates Investment MgmtFeb 2024 to Mar 2025
- LPL Financial LLCMay 2022 to Oct 2023
- Alaska USAFeb 2019 to Nov 2023
- Cuna Brokerage Services, Inc.Feb 2019 to May 2022
- Hornor Townsend & Kent IncFeb 2010 to Feb 2019
- Penn Mutual Life Ins CoFeb 2010 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 5418562
- Firm CRD
- 6413