Lance Boyce is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Vancouver, WA, with 26 years of industry experience. Lance is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
15597 SE Mill Plain Blvd, Vancouver, WA, 98684
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lance is the owner/president of Boyce Financial Group, LLC, focusing on asset management, which takes a full-time commitment. He is also a co-owner of CrossCoast Legacy Partners, a recruiting platform, dedicating a few hours per week to leading recruitment efforts.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Interwest Financial Advisors, LLC
State Registrations26 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
More Advisors
- Bradley HeathCetera Investment Advisers LLC
- Susan Derenzo, CFPCetera Investment Advisers LLC
- Ronald Entenman, CFPCetera Investment Advisers LLC
- Jill Foreman, CFPJames R. Martin Consulting, INC
- Ian Borgstedt, CFPLPL Financial LLC
- Zachary Richter, CFPLPL Financial LLC