Richard Lalance
Richard Lalance is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Murfreesboro, TN, with 29 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
214 West College Street, Murfreesboro, TN, 37130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is a board member for the Community Investment Fund, dedicating minimal time. He also works as an associate/employee for LaLance McKellar Wealth Management, Pinnacle Asset Management, and Pinnacle Bank, spending about half his time at each of the first two and minimal time at the bank as a Raymond James Registered Representative.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Amsouth Investment Services, INC.Broker
Invest Financial CorporationBroker
Olde Discount CorporationBroker
State Registrations14 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.