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Lance Robert Yurich

34 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
580 clients
Average Client Portfolio
$439K average
Assets Under Management
$254.4M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

2273 Research Blvd, Suite 101, Rockville, MD, 20850-3264

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Lance is the president of a metal fabricating shop, owns Yurich Financial Group, and is an IAR at Reutemann Financial Strategies, Inc. He also serves as a successor trustee/estate administrator for multiple trusts, spending minimal time on each.

Employment History
Current Registrations
Research Financial Strategies
October 2012 - Present · 13 yrs 4 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2012 - Present · 13 yrs 4 mos
Previous Registrations
Artemis Wealth Advisors LLC
July 2011 - October 2012 · 1 yr 3 mos
Financial America Securities, INC.Broker
October 1991 - October 2012 · 21 yrs
State Registrations4 states
FLMTOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.