Lance Earle

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2021 → 06/2022
  Avantax Wealth Management
  Dallas, TX
• 02/2017 → 05/2021
  Van Buren Fiancial Group, Llc
  Wilmington, DE
• 06/2015 → 02/2017
  Macy'S Inc
  Wilmington, DE
• 06/2022 → 09/2025
  Avantax Investment Services Inc
  Dallas, TX
• 04/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2025 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 04/2025 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 04/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 03/2026 → Present
  Cetera Investment Advisers, Llc
  Schaumburg, IL

Exams

• S66 Uniform Combined State Law Examination
  2026-03-14

Other Names

• Lance R Earle