Lance Jones is a CFP-designated registered investment advisor at Spc, based in Omaha, NE, with 24 years of industry experience. Lance is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B 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 | 2.50% |
The maximum annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.
Fee Estimator
Location
310 Regency Parkway, Suite 140, Omaha, NE, 68114
Get directionsHistory
Regulatory History (1)
Criminal
February 1990Other Business ActivitiesSells Insurance
Lance sells life and health insurance through Midland National Life. He also participates in the Archbishops Committee on Development and is the President and Board member of Police Athletics for Community Engagement (PACE) in Omaha, NE.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
State Registrations14 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
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