LW
LW

Lance Burton Whitney

15 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,305 clients
Average Client Portfolio
$163K average
Assets Under Management
$213.3M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

1600 Parkdale Road, Suite 201, Rochester, MI, 48307

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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 ActivitiesSells Insurance

Lance is an independent insurance sales agent since 2015. He also works as a teacher for Algonac Public Schools, dedicating full-time hours to this role.

Employment History
Current Registrations
Cpr Investments INC
November 2015 - Present · 10 yrs 3 mos
Previous Registrations
Hbw Advisory Services LLC
March 2010 - November 2015 · 5 yrs 8 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.