Lance Leslie Shriver
Investment adviser representative at Raymond James Financial Services Advisors, Inc
14 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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
- Seminars and workshops
Experience
14 years in the industry.
- Raymond James Financial Services Advisors, Inc.Aug 2026 to now
- Central National Bank / Wealth Mgt & Trust Services DivisionAug 2026 to now
- Raymond James Financial Services, Inc.Aug 2026 to now
- Empower Advisory Group, LLCDec 2025 to Jul 2026
- Empower Financial Services, IncOct 2024 to Jul 2026
- UnemployedMar 2024 to Oct 2024
- Regions BankFeb 2022 to Mar 2024
- Union Pacific Railroad CompanyJun 2012 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (KS).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7994231
- Firm CRD
- 149018