Lance Marcell
Lance Marcell is a registered investment advisor at Planmember Securities Corporation, based in Kingsford, MI, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B 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 | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
128 Maple Street, Kingsford, MI, 49802
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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 ActivitiesSells Insurance
Lance works full-time as an agent for Williams & Co, selling securities and insurance. He also dedicates full-time hours to insurance sales and services as an insurance agent, and spends minimal time giving educational presentations for the Michigan Association of Retired School Personnel.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Legend Advisory Corporation
Legend Equities CorporationBroker
Sunamerica Securities, INC.Broker
Farmers Financial Solutions, LLCBroker
State Registrations5 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.