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Lance L Durbin

Investment adviser representative at &partners
15 yearsExperience
2 statesRegistered in
$30.3BFirm assets
35 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 assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther

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

15 years in the industry.

  1. &partners, LLCMar 2024 to now
  2. Edward JonesJul 2022 to Mar 2024
  3. Foothills Contracting ServiceOct 2021 to Jun 2022
  4. Orange Real EstateJun 2021 to Jul 2022
  5. Season's Building CompanyJan 2021 to Oct 2021
  6. Young LifeAug 2011 to Dec 2020

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (SC, TX).

&partners

$30.3BAssets managed
62,194Clients
544Advisers
35 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
7581675
Firm CRD
3767
Advisor's SEC record (opens in a new tab)
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