Lance Adam Tacquard

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2010 → 09/2021
  Tdameritrade, Inc.
  San Diego, CA
• 06/2022 → 12/2023
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 10/2021 → 05/2022
  Unemployed
  Fayetteville, AR
• 05/2024 → 12/2024
  Allstate
  Phoenix, AZ
• 06/2021 → 03/2024
  Edelman Financial Engines
  Phoenix, AZ
• 03/2024 → 04/2024
  Unemployed
  Phoenix, AZ
• 01/2025 → Present
  Lpl Financial Llc
  Tempe, AZ

Previous Registrations

• 2024-06-03 → 2024-12-10
  Allstate Financial Advisors, Llc
  Phoenix, AZ
• 2022-07-27 → 2024-04-15
  Edelman Financial Engines
  Pineville, MO
  Phoenix, AZ
• 2010-07-21 → 2021-10-15
  Td Ameritrade, Inc.
  San Diego, CA
  San Diego, CA
  Westlake, TX
  San Diego, CA
  Westlake, TX
  San Diego, CA
• 2010-07-21 → 2017-08-01
  Td Ameritrade Investment Management, Llc
  San Diego, CA
  San Diego, CA
• 2010-03-02 → 2010-06-14
  Northwestern Mutual Investment Services, Llc
  San Diego, CA
• 2008-06-20 → 2010-01-21
  Chase Investment Services Corp.
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
• 2003-09-12 → 2004-03-22
  Td Ameritrade, Inc.
  Carlsbad, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-03-12
• S65 Uniform Investment Adviser Law Examination
  2002-03-25

Other Names

• Lance Adam Tacquard
• Lance Tacquard