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Lance Joseph Blount

Edelman Financial Engines

Costa Mesa, CA

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-06-04
CA RA APPROVED 2018-11-01
  • TX RA
    APPROVED
    Since 2020-06-04
  • CA RA
    APPROVED
    Since 2018-11-01

Branch Locations

600 Anton Blvd Suite 1750, Costa Mesa, CA 94089 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edelman Financial Services, Llc Fairfax VA 07/2016 11/2018
Ef Legacy Securities, Llc Henrico VA 07/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 Present
  • 07/2016 → 11/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 07/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → Present
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
Previous Registrations
  • 2016-07-26 → 2018-11-01
    Edelman Financial Services, Llc
    Costa Mesa, CA
    Fairfax, VA
    San Diego, CA
  • 2004-07-01 → 2016-07-26
    National Planning Corporation
    Lake Forest, CA
    San Juan Capistrano, CA
    San Juan Capistrano, CA
    Lake Forest, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-02-28
  • S66 Uniform Combined State Law Examination
    2003-02-28
Designations

View on SEC IAPD

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OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
SOVRAN ADVISORS, LLC
RWA WEALTH PARTNERS

Other Investors

IGNACIO ALEXANDRO JIMENEZ
GERALD LAWRENCE LARR
NICOLE ROXANNE JOKO
ROBERT CHARLES SHIER
BRENDAN M MCGILLICK
PETER CHARLES HOLLIDAY
RANA MAIDA
BRYAN BARRETT KIERNAN

Other Offices

CERITY PARTNERS LLC · COSTA MESA, CA
FIFTH THIRD SECURITIES, INC. · COSTA MESA, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Costa Mesa, CA
CHECK CAPITAL MANAGEMENT INC · COSTA MESA, CA
CHECK CAPITAL MANAGEMENT INC · COSTA MESA, CA
OSAIC WEALTH, INC. · COSTA MESA, CA
CETERA INVESTMENT ADVISERS LLC · COSTA MESA, CA
SOVRAN ADVISORS, LLC · Costa Mesa, CA

More in Costa Mesa, CA

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