Lance Mcmurry is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 31 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4099 Tamiami Trail North, Ste 301, Naples, FL, 34103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lance owns 100% of MWM Naples LLC dba McMurry Capital Management, an investment-related business. He dedicates no time to this activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Epoch PartnersBroker
Charles Schwab & CO., INC.Broker
Montano Securities CorporationBroker
State Registrations23 states
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