Michael Lancaster is a CFP-designated registered investment advisor, based in Houston, TX, with 27 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
19500 State Hwy 249, Suite 150, Houston, TX, 77070
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Regulatory History (1)
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Customer Dispute
October 2010Denied
Other Business Activities
Michael is the owner of Lancaster Wealth Management, a non-investment related support company, since 2015. He dedicates minimal time to this activity.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
September 2025 - Present · 1 yr 1 mo
Steward Partners Investment Advisory, LLC
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Raymond James Financial Services Advisors, INC
October 2015 - September 2025 · 9 yrs 11 mos
Raymond James Financial Services, INC.Broker
October 2015 - September 2025 · 9 yrs 11 mos
LPL Financial LLCBroker
June 2007 - November 2015 · 8 yrs 5 mos
LPL Financial LLC
June 2007 - November 2015 · 8 yrs 5 mos
Ameriprise Financial Services, INC.
October 1999 - May 2007 · 7 yrs 7 mos
Ameriprise Financial Services, INC.Broker
November 1998 - May 2007 · 8 yrs 6 mos
Ids Life Insurance CompanyBroker
November 1998 - July 2006 · 7 yrs 8 mos
State Registrations35 states
AKALARAZCACODCDEFLGAIAILKSLAMAMDMIMNMOMSNCNDNJNMNVNYOHOKORPASCTNTXVAWA
AdvisorBrokerBoth
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
No exam information available for this advisor.
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