Jeffrey Andrew Nance

Current Employers

Employment History

• 06/2015 → 05/2017
  Lpl Financial, Llc
  Montgomery, AL
• 07/2016 → 05/2017
  Mcdonald & Hagen Wealth Management, Llc
  Montgomery, AL
• 05/2017 → 03/2020
  Lincoln Financial Advisors
  Opelika, AL
• 03/2020 → 06/2024
  Securities America, Inc.
  Auburn, AL
• 03/2020 → 11/2024
  Arbor Point Advisors
  Auburn, AL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Auburn, AL
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2020-03-06 → 2024-11-08
  Arbor Point Advisors
  Auburn, AL
• 2017-05-05 → 2020-03-06
  Osaic Fa, Inc.
  Opelika, AL
• 2016-07-07 → 2017-05-11
  Invista Advisors
  Auburn, AL
  Montgomery, AL
• 2015-11-12 → 2016-07-07
  Lpl Financial Llc
  Montgomery, AL
  Auburn, AL

Other Businesses

1. 20/20 Wealth Management Group, LLC - DBA 2. JEFF NANCE POSITION: Financial Planner NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 03/09/2020 ADDRESS: 1859 OGLETREE ROAD, AUBURN AL 36830, United States DESCRIPTION: Sell life, health insurance, Medicare supplemental, as well as fixed and equity indexed annuities

Exams

• S66 Uniform Combined State Law Examination
  2015-11-11
• S63 Uniform Securities Agent State Law Examination
  1996-12-27

Other Names

• Jeff Nance