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Lance Anton Iverson

LPl Financial LLC

Clackamas, OR

CRD 2068161

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-09-10
OR RA APPROVED 2004-05-25
  • WA RA
    APPROVED
    Since 2021-09-10
  • OR RA
    APPROVED
    Since 2004-05-25

Branch Locations

10121 Se Sunnyside Rd, Ste 320, Clackamas, OR 97015 • 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
Lpl Financial, Llc Portland OR 05/2004 Present
Previous Registrations
  • 2003-04-28 → 2004-06-02
    Ws Griffith Securities, Inc.
    Portland, OR
Other Businesses

1. 10/17/2006: DBA ONLY - BYRD FINANCIAL GROUP - PORTLAND, OR. 2. 8/12/2013: DBA ONLY - OAK TREE FINANCIAL - PORTLAND, OR.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-06-21
  • S63 Uniform Securities Agent State Law Examination
    1991-06-21
Designations
  • Chartered Financial Consultant
Other Names
  • Lance A Iverson

View on SEC IAPD

Nearby Firms

TRUE NORTH RETIREMENT ADVISORS, LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

TODD DOUGLAS MICCICHE
ASHLEY MARIE MICCICHE
DAVID GEORGE WILSON

Nearby Offices

TRUE NORTH RETIREMENT ADVISORS, LLC · CLACKAMAS, OR
OSAIC WEALTH, INC. · CLACKAMAS, OR
LPL FINANCIAL LLC · CLACKAMAS, OR

More in Clackamas, OR

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