Phyllis Gilker Lancaster

Current Employers

Employment History

• 10/2005 → 07/2018
  American Dream Residential
  Greensboro, NC
• 01/2013 → 10/2022
  Cetera Advisor Networks Llc
  El Segundo, CA
• 10/2022 → Present
  Mission Wealth Management, Lp
  Greensboro, NC

Previous Registrations

• 2011-12-14 → 2022-10-04
  Cetera Wealth Services, Llc
  Greensboro, NC
  Greensboro, NC
• 2007-12-19 → 2011-12-07
  Triad Financial Advisors, Inc.
  Greensboro, NC

Other Businesses

(1) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 12/13/2011, 2HRS/WK (TRADING HOURS), INSURANCE AGENT - SELLS LIFE, DISABILITY, ANNUITIES, AND LONG-TERM CARE; (2) ANDERS GROUP INC., NOT INVESTMENT RELATED, 2001-B BROOKEN HILL DRIVE, FORT SMITH, AR 72908, SELLING PRINTED MATERIALS AND PROMOTIONAL ITEMS, START 10/31/2013, <1HR/WK (NON-TRADING HOURS), BOARD OF DIRECTORS - ADVISORY ROLE; (3) NAME OF OTHER BUSINESS: TRIANGLE CATTLE COMPANY INVESTMENT RELATED: NO ADDRESS: 9222 N. HWY 71, MOUNTAINBURG, AR 72946 ; NATURE OF BUSINESS: FAMILY LIVESTOCK BUSINESS; START DATE: 12/2017 ; POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 PER MONTH ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 PER MONTH ; BRIEF DESCRIPTION OF DUTIES: PART OWNER WITH SIBLINGS IN A FAMILY BUSINESS ; (4) Greensboro Estate Planning Council; not investment-related; Director-at-Large; May 2024; 1 hour per month; 0 during securities trading hours; a volunteer position where IAR provides input on speakers and events for a group consisting of local attorneys, CPAs, accountants, trustee officers, and other financial advisors.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-19

Designations

Other Names

• Phyllis Gilker Lancaster
• Phyllis Patricia Gilker