Richard Bradley Lalance

Current Employers

Employment History

• 03/2006 → Present
  Raymond James Financial Services, Inc
  Nashville, TN
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Murfreesboro, TN
• 04/2006 → Present
  Pinnacle Bank
  Murfreesboro, TN
• 12/2013 → 01/2022
  Lalance For Murfreesboro
  Murfreesboro, TN
• 10/2018 → 10/2020
  City Of Murfreesboro Power Board
  Murfreesboro, TN

Previous Registrations

• 2004-03-26 → 2006-03-23
  Lpl Financial Llc
  Murfreesboro, TN
  Cookeville, TN

Other Businesses

(1)Name of Business: Address: 1414 Buckingham Dr, Murfreesboro, TN, 37129, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 09/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Community Investment Fund for Murfreesboro TN Address: 111 Vine St, Murfreesboro, TN, 37130, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 09/06/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Monitor investment portfolio for a fund set up by the city (due to sell of a utility) for diversification, performance, fees, etc. The Board will also oversee the distributions made to the city and other non-profits that serve the city. (3)Name of Business: LaLance McKellar Wealth Management Address: 214 W College St Fl 3D, Murfreesboro, TN, 37130-3532, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Provide financial advice for clients (4)Name of Business: Pinnacle Asset Management Address: 214 W College St Fl 3D, Murfreesboro, TN, 37130, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/07/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment Advisor (5)Name of Business: Pinnacle Bank Address: 214 W College St Fl 3D, Murfreesboro, TN, 37130, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 04/17/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 41+ Description of duties: Raymond James Registered Representative

Exams

• S66 Uniform Combined State Law Examination
  2000-05-17
• S63 Uniform Securities Agent State Law Examination
  1996-08-13

Other Names

• Rick Lalance