Colin Andrew Lancaster
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- LPL Financial LLCNov 2024 to now
- Lifewealth Planning GroupOct 2021 to now
- Osaic Wealth, Inc.Jan 2024 to Nov 2024
- Woodbury Financial Services IncDec 2023 to Jan 2024
- Alpine Planning GroupSep 2022 to Jul 2024
- University of DallasSep 2017 to May 2021
- Culver's of Mount HorebApr 2015 to Oct 2021
- Edgewood High School of the Sacred HeartAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7461402
- Firm CRD
- 6413