Lance Lance Peters, AWMA®, AAMS™

Vice President, Wealth Manager at Lucia Capital Group
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Contact Information
us****@****om
(386) 825-5501
Location
Henderson, US

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Credentials

  • Series 66
    FINRA
    Jun, 2019
    - Nov, 2024
  • Series 7
    FINRA (Financial Industry Regulatory Authority)
    Aug, 2018
    - Nov, 2024
  • Accredited Wealth Management Advisor™ or AWMA™ Professional Designation
    College for Financial Planning
    Sep, 2023
    - Nov, 2024
  • Accredited Asset Management Specialist™ or AAMS™ Professional Designation
    College for Financial Planning
    Apr, 2023
    - Nov, 2024
  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    LPL Financial
    Aug, 2018
    - Nov, 2024
  • Microsoft Office Specialist
    -

Experience

  • Lucia Capital Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President, Wealth Manager
      • Feb 2023 - Present

    • Financial Advisor
      • Jun 2019 - Feb 2023

    • Financial Advisor
      • Jun 2018 - Feb 2023

    • Intern
      • Aug 2017 - Jun 2018

  • Index Fund Advisors, Inc.
    • Investment Management
    • 1 - 100 Employee
    • Intern
      • May 2016 - Aug 2016

Education

  • University of San Diego
    Bachelor of Business Administration - BBA, Finance, General
    2014 - 2018
  • Bishop Gorman High School
    2011 - 2013

Community

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