Neil Gregory Lance

Current Employers

Employment History

• 12/2013 → 03/2022
  Lpl Financial, Llc
  Bellevue, WA
• 11/2020 → 03/2022
  Bensler, Llc - Dba: Scs - (Sound Consulting Services)
  Bellevue, WA
• 03/2025 → Present
  Advanced Advisor Group
  Cambridge, MN
• 09/2017 → 08/2020
  Financial Advocates Investment Management
  Snohomish, WA
• 03/2022 → 01/2023
  U.S. Bancorp Investments, Inc.
  Everett, WA
• 01/2023 → 02/2023
  Fidelity Investments
  Bellevue, WA
• 04/2023 → 03/2025
  Advanced Advisor Group, Llc
  Cambridge, MN
• 04/2023 → 03/2025
  Efs Advisors
  Cambridge, MN
• 03/2025 → Present
  Efs Advisors
  Cambridge, MN

Previous Registrations

• 2022-03-22 → 2022-05-20
  U.S. Bancorp Investments, Inc.
  Everett, WA
• 2020-12-02 → 2022-04-20
  Scs
  Bellevue, WA
• 2007-02-16 → 2021-03-09
  Lpl Financial Llc
  Mukilteo, WA
  Fort Mill, SC
  Mill Creek, WA
  San Diego, CA
  San Diego, CA
  Snohomish, WA
  Fort Mill, SC
  Snohomish, WA
  Snohomish, WA
  Olympia, WA
  Bellevue, WA
• 2018-09-17 → 2020-09-01
  Financial Advocates Investment Management
  Snohomish, WA
  Olympia, WA
• 2004-03-10 → 2007-02-16
  Wamu Investments, Inc.
  Lynnwood, WA
  Lynnwood, WA
  Lynnwood, WA
  Lynnwood, WA
  Lynnwood, WA
• 2003-02-11 → 2003-10-15
  Lance Financial, Inc.
  Mukilteo, WA
• 2002-04-15 → 2002-10-15
  Piper Sandler & Co.
  Everett, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-04-02
• S63 Uniform Securities Agent State Law Examination
  1996-07-18

Other Names

• Neil G Lance
• Neil Gregory Lance
• Neil Lance