Meet Your TEAM
Lance Sevier
Financial Advisor
Lance Sevier, CFP®
Lance focuses on comprehensive financial planning and the confidence that a clear plan instills in clients. When he is not working, he enjoys traveling with my his family and reading. He especially likes to visit islands and read about investing, history, biography, biotech, and fiction.
Credentials
Experience
- UBS Financial Services, Financial Advisor
- Pacific Capital Resource Group, Financial Advisor
- Global Credit Union, Financial Advisor
Education
- Bachelor of Arts, San Diego State University
- CFP© Curriculum, The American College of Financial Services
Securities Registrations & Credentials
- Series 66 – Uniform Combined State Law Examination held with LPL Financial and Financial Advocates Investment Management
- SIE – Securities Industry Essentials Examination
- Series 7 – General Securities Representative Examination held with LPL Financial
Meet Your Team
Let’s talk.
Your wealth management journey begins with a conversation. Give us a call at (425) 312-6460 or fill out the form to get started today.
