Lance Branch
President at Memorial Wealth Group
- Role
- President, Lpl Financial Planner, Investment Advisor at Memorial Wealth Group
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Lance Branch
I am an independent Investment Advisor serving financial needs of Houston and New Orleans for over 20 years. I offer comprehensive financial planning and wealth management, and specialize in investment, retirement, insurance and education planning. I am also a Registered Principal with LPL Financial and supervise several other advisors. I develop a long-term relationship with my clients based on integrity and trust and I work for them as I would for my own family. I am accessible and can meet when and where it’s convenient for you. For a free, no obligation financial plan reach out to 83••••••36 or go to
Experience
President, Lpl Financial Planner, Investment Advisor
Dec 2020 — Present · Houston, TX, US
Education
Christian Brothers University
Bachelor's degree, Finance
1994 — 1998
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