Lance Scott Schlosser
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Aug 2026 to now
- Cambridge Investment Research, Inc.Aug 2026 to now
- Peak Retirement Planning, Inc.Oct 2025 to Aug 2026
- Pfs Investments Inc.Feb 2023 to Oct 2025
- Primerica Financial ServicesJul 2022 to Oct 2025
- Honda of AmericaJan 2022 to Oct 2023
- West Central Juvenile Detention CenterOct 2021 to Jan 2022
- Washington State ParksMay 2017 to Sep 2021
- Sonoma County Regional ParksJan 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7695628
- Firm CRD
- 134139