Lance Vainik
Lance Vainik is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bingham Farms, MI, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
30850 Telegraph Road, Suite 100, Bingham Farms, MI, 48025
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2023Other Business Activities
Lance owns a support corporation called Viking Asset Management, Inc., which is used to pay expenses and taxes. He also serves as the Volunteer Treasurer for the Village of Franklin, Michigan, attending meetings and providing input, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Robert Thomas Securities, INCBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.