Lance Lee Everett Stanchel-Skyler

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 08/2021 → 05/2022
  Security National Mortage
  Dallas, TX
• 08/2020 → 05/2021
  Mr.COoper
  Coppell, TX
• 11/2016 → 10/2019
  Waffle House
  Desoto, TX
• 05/2016 → 10/2016
  Mac Haik Ford
  Desoto, TX
• 09/2019 → 06/2020
  Walmart
  Nacgodoches, TX
• 07/2022 → 05/2024
  Fidelity Investments
  Westlake, TX
• 05/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 11/2016 → 11/2016
  Fedex
  Wilmer Hutchins, TX
• 08/2024 → Present
  Bank Of America, N.A.
  Dallas, TX

Previous Registrations

• 2023-06-26 → 2024-05-07
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Other Businesses

OBA-90645|OrgNmn:southern automotives|Org Addr:dallas,Texas,US|OBA Nature:sells used cars|Invst Rel:N|Title:auto dealer|Duties:buy and sell cars|StrtDt:12-01-19|TotHrs/mon:10|TrdHrs/mon:0|OBA-90647|OrgNmn:security guard|Org Addr:lancaster,Texas,US|OBA Nature:armed security|Invst Rel:N|Title:guard|Duties:patrol assigments and protect things and report crimes|StrtDt:08-12-22|TotHrs/mon:32|TrdHrs/mon:0| I*1869270, Entity Type:Entity For Profit, Name of OBA: southern auto Address: Krugerville, TX 76227 Investment Related: No Position, Title, Association:Employee Employee Start Date: 12/14/2020 No Hours: 5 weekly No Hours during trading: Duties:buy and sell used cars

Exams

• S66 Uniform Combined State Law Examination
  2023-06-08

Other Names

• Lance Skyler