Lance Browning Email & Phone Number
Founding Partner, Executive Vice President @ LPL Financial
5 free lookup(s).
Lance Browning Location
- Tyler, TX, US
Lance Browning Work
- 2012 - now Founding Partner, Executive Vice President @
- 2005 - 2012 Senior Vice President @
- 1997 - 2005 Account Vice President @
- 1985 - 1997 Assistant Store Manager @
Lance Browning Education
- University of Notre Dame - Mendoza College of Business
Stayer Center for Executive Education
2019 - 2019 - Northwestern University - Kellogg School of Management
(Executive education)
2018 - 2018 - The American College of Financial Services
Retirement Income Certified Professional (Retirement Income Certified Professional)
2013 - 2014 - University of Texas at Tyler
Bachelor of Business Administration (B.B.A.) (Marketing)
1991 - 1993 - Tyler Junior College
(Business Administration and Management, General)
1988 - 1991
Lance Browning Skills
- Series 7
- Wealth Management
- Equities
- Portfolio Management
- Fixed Income
- Investments
- Banking
- Mutual Funds
- Asset Management
- Series 63
- Capital Markets
- Alternative Investments
- Financial Services
- Securities
- Retirement Income
- Annuities
- Bonds
- Tax exempt bonds
- Retirement Planning
- Asset Allocation
- Finance
- Investment Management
- Financial Advisory
- Strategic Financial Planning
- Wealth
- Insurance
- Wealth Management Services
- Marketing
- Investment Strategies
- ETFs
- IRAs
- High Net Worth Individuals
- Trading
- Variable Annuities
- Roth IRA
- 401k
- Investment Advisory
- Retirement Plan Consulting
- Personal Financial Planning
- Long Term Care Insurance
- Wealth Accumulation
- Financial Goals
- Equity Trading
- Pensions
- Fund Of Funds
- Stocks
- Funding
- Communication
- Education
- Rollovers
- Strategic Planning
- FINRA
- Microsoft Word
- Customer Service
- 401k Rollovers
- Research
- Income
- Offers
Lance Browning Summary
- Lance Browning, based in Tyler, TX, US, is currently a Founding Partner, Executive Vice President at LPL Financial-Income Solutions Wealth Management. Lance Browning brings experience from previous roles at Raymond James Financial Inc. (Morgan Keegan), UBS and Brookshire Grocery Company. Lance Browning holds a 2019 - 2019 Stayer Center for Executive Education @ University of Notre Dame - Mendoza College of Business. With a robust skill set that includes Series 7, Wealth Management, Equities, Portfolio Management, Fixed Income and more. Lance Browning has 3 emails and 1 mobile phone numbers on RocketReach.
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