Lance Longwater
Lance Longwater is a registered investment advisor at Raymond James & Associates, INC., based in Palm Beach Gardens, FL, with 29 years of industry experience. Lance is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
3399 Pga Blvd., Suite 200, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2018Customer Dispute
May 2008Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Truist Advisory Services, INC.
Suntrust Investment Services, INC.
Truist Investment Services, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Amsouth Investment Services, INC.Broker
Fidelity Brokerage Services LLCBroker
Ascend Financial Services, INC.Broker
State Registrations22 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.
Exams
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