Lance Nell
Lance Nell is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Spokane, WA, with 33 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
501North Riverpoint Blvd, Suite 245, Spokane, WA, 99202
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2004Customer Dispute
August 2000Other Business Activities
Lance is the CEO of Boyd Holdings LP, a real estate brokerage that owns rental properties, and k-Squared Developments, an owner and renter of properties in Pittsburgh. He also owns rental property in Stone Harbor, NJ through Oceans Six LLC, though the LLC is currently inactive; these activities require minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations32 states
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