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Lance Skalnik
25 Years of Experience
Owasso, OK
2 DisclosuresBroker
Lance Skalnik is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Owasso, OK, with 25 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
8551 N 125th E Avenue, Suite 325, Owasso, OK, 74055
Get directionsHistory
Regulatory History (2)
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Customer Dispute
March 2012Settled
Customer Dispute
September 2008Denied
Other Business Activities
Lance is an owner and financial advisor at PTP Investment Group, LLC since 2016. He dedicates about half of his time to this business, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2009 - Present · 16 yrs 7 mos
Raymond James Financial Services, INC.Broker
September 2009 - Present · 16 yrs 8 mos
Previous Registrations
Primevest Financial Services, INC.
February 2006 - September 2009 · 3 yrs 7 mos
Primevest Financial Services, INC.Broker
September 2005 - September 2009 · 4 yrs
Allstate Financial Services, LLCBroker
August 2004 - October 2005 · 1 yr 2 mos
Investment Professionals, INC.Broker
November 2000 - August 2004 · 3 yrs 9 mos
Edward JonesBroker
August 2000 - December 2000 · 4 mos
State Registrations13 states
ARAZFLKSMIMONENMNVOKTXUTWA
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.