Michael Lance Lance Mckay Jr.

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 11/2025 → Present
  Ubs Financial Services, Inc.
  Cincinnati, OH
• 01/2023 → 11/2025
  Becker, Kellogg & Berry, P.C.
  Springfield, VA
• 07/2019 → 12/2022
  State Farm Insurance Companies
  Fairfax, VA
• 09/2018 → 07/2019
  Not In The Labor Force
  Arlington, VA
• 06/2014 → 09/2018
  Roth Jackson Gibbons Condlin, Plc F/K/A Roth Doner Jackson, Plc
  Mclean, VA

Other Businesses

BECKER, KELLOGG & BERRY, P.C.,SpringfieldVirginia,United States,Virginia Stock Corporation (Professional Corporation)Services (Business, Professional, Support),Personal injury and workers' compensation law firm,OtherNo current role, although I previously served as a trial attorney. Disclosed as an "activit[y] involving ... organizations in which referrals are rewarded."No duties. I have referred clients to the firm and am entitled to referral fees when the clients' claims are resolved.Start date 1/9/2023

Exams

• S66 Uniform Combined State Law Examination
  2026-02-02

Other Names

• Mike Lance Mckay
• Michael Lance Mckay
• Michael Lance Mckay