Lance Raymond Howard

Wealth Teams Alliance

16 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Wealth Teams Alliance

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

780 clients

Average Client Portfolio

$264K average

Assets Under Management

$205.6M

Fee Structure

Location

5401 Business Park S., #112, Bakersfield, CA, 93309

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History

Regulatory History (1)

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Customer Dispute

June 2012

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Lance is the president of Lance Howard Insurance Services, Inc., spending more than half of his time on this business. He is also an Investment Advisor Representative (IAR) with Gradient Advisors, LLC since 2011.