Best Investors Account Sign in
Inactive

Lance Michael Pearce

Amerity Wealth Management, LLC

Lakeland, FL

Winter Haven, FL

Claim This Profile
Current Employers
Amerity Wealth Management, Llc

4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813 • United States

301 Third Street Nw, Suite 218, Winter Haven, FL 33881 • 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
The Retirement Group, Llc San Diego CA 09/2015 06/2019
Pearce Financial Winter Haven FL 07/2019 12/2023
Pearce Financial Winter Haven FL 07/2019 06/2023
Retirement Resources Of Central Florida Winter Haven FL 03/2022 06/2023
Amerity Wealth Management Winter Haven FL 06/2023 Present
Amerity Financial Winter Haven FL 06/2023 Present
Instacart Winterhaven FL 03/2024 Present
  • 09/2015 → 06/2019
    The Retirement Group, Llc
    San Diego, CA
  • 07/2019 → 12/2023
    Pearce Financial
    Winter Haven, FL
  • 07/2019 → 06/2023
    Pearce Financial
    Winter Haven, FL
  • 03/2022 → 06/2023
    Retirement Resources Of Central Florida
    Winter Haven, FL
  • 06/2023 → Present
    Amerity Wealth Management
    Winter Haven, FL
  • 06/2023 → Present
    Amerity Financial
    Winter Haven, FL
  • 03/2024 → Present
    Instacart
    Winterhaven, FL
Previous Registrations
  • 2020-09-02 → 2023-12-31
    Pearce Financial
    Winter Haven, FL
    Winter Haven, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-04
S66 Uniform Combined State Law Examination 2018-01-26
  • S65 Uniform Investment Adviser Law Examination
    2020-06-04
  • S66 Uniform Combined State Law Examination
    2018-01-26
Other Names
  • Lance Michael Pearce

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VICUS CAPITAL, INC.
WISDOM PLANNING GROUP
HPS SOLUTIONS LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Other Investors

KATHRYN MARIE FRENCH
CYNTHIA MEGAN TYSVER
MICHAEL HENRY WRIGHT
SOURI S. VONGVIRAT
Roland Jason Martinez
Katrina Anne Hirdes
Nicholas Brinkman
ANGEL FERNANDO LOPEZ

Other Offices

LPL FINANCIAL LLC · LAKELAND, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKELAND, FL
VICUS CAPITAL, INC. · Lakeland, FL
WISDOM PLANNING GROUP · Lakeland, FL
HPS SOLUTIONS LLC · LAKELAND, FL
EDWARD JONES · LAKELAND, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Lakeland, FL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · LAKELAND, FL

More in Lakeland, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor