Director, Wealth Management @ (October 2018 - August 2024)
Financial Advisor @ (May 2013 - October 2018)
Wealth Management Associate @ (February 2012 - April 2013)
Financial Representative @ (September 2008 - December 2009)
Lance Johnson Education
Elon University
Bachelor's Degree
2004-2008
Lance Johnson Skills
Financial Advisory
Asset Allocation
Estate Planning
Series 63
Leadership
Security
Services
Financial Services
Wealth Management
Lance Johnson Summary
Lance Johnson, based in Cleveland, OH, US, is currently a Vice President, Wealth Advisor at Ancora Holdings Group. Lance Johnson brings experience from previous roles at MAI Capital Management, LLC, Merrill Lynch Wealth Management, Bank of America Corporation, Zacks Investment Management and Northwestern Mutual. Lance Johnson holds a 2004 - 2008 Bachelor's Degree @ Elon University. With a robust skill set that includes Financial Advisory, Asset Allocation, Estate Planning, Series 63, Leadership and more. Lance Johnson has 5 emails and 4 mobile phone numbers on RocketReach.
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