Lance Barnhardt
Lance Barnhardt is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
4707 Executive Dr, San Diego, CA, 92121-3091
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2009Other Business ActivitiesSells Insurance
Lance is an advisor with Davis Williams Wealth Management, where he reviews clients' insurance needs and makes recommendations, spending a few hours per week. He also supports advisors at Blakeney Financial Group, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America, INC.Broker
Securities America Advisors, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Ladenburg, Thalmann & CO., INC.Broker
State Registrations21 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.