Ralph Lancaster is a CFP-designated registered investment advisor, based in Madison, GA, with 23 years of industry experience.
Location
213 W Jefferson Street, Madison, GA, 30650
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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
Ralph works as a financial advisor at Longview Wealth Management and as a registered representative at MS Howells & Co, dedicating about half his time and nearly full-time, respectively. He is also an independent insurance agent for various companies, spending a few hours per week on this activity.
Employment History
Current Registrations
M. S. Howells & CO.Broker
Longview Wealth Management
Previous Registrations
Cambridge Investment Research, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Primevest Financial Services, INC.Broker
Edward JonesBroker
State Registrations8 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.