Lance Lyday is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Carmel, IN, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
11611 N Meridian St, Ste 600, Carmel, IN, 46032-7118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lance serves on the Finance Council and Investment Committee for the Archdiocese of Central and Southern Indiana, providing advisory guidance on capital assets and budget planning. This activity requires a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Harbour Wealth Partners, INC.
LPL Financial LLC
LPL Financial LLCBroker
Executive Financial Advisors, INC.
MML Investors Services, INC.Broker
State Registrations25 states
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