Lance Silva
Lance Silva is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in San Diego, CA, with 20 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B 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 | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
4655 Executive Dr Ste 300, San Diego, CA, 92121-3123
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2023Other Business Activities
Lance owns multiple real estate properties, including a multi-family property in Boise, ID and a single-family property in Palm Springs, CA. These activities are not investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations25 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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