Lance A.

About Lance A.

2025 & 2026 LPL Summit Club. Podcaster. Author. For almost 30 years, my passion has been serving; so that the people I serve can feel more confident about their investments. The more my clients understand about their investments, the more they can focus on the things that are truly important to them- like family. My wife Sally and I live in Tyler, TX. I am actively involved in charities including Junior Achievement and the and I attend Flint Baptist Church. Being actively involved in these organizations keeps me focused on helping others, so I can live in line with my core spiritual values. Prior to Co-Founding Income Solutions Wealth, I was a Senior Vice President with Raymond James / Morgan Keegan. I was named First Vice President in 2007 and Senior Vice President in 2008. I have always been interested in the world of finance. I earned my Bachelor of Business Administration degree from the University of Texas at Tyler in 1993, where I was on the Dean\'s List, earned the Marketing Student of the Year Award, and received the Distinguished Achievement Award from U.T-Tyler Accounting Society. I have also been a member of the Alpha Chi National Collegiate Honor Society.

Experience

1. Founding Partner, Executive Vice President

   LPL Financial

   Aug 2012 — Present · Tyler, TX, US

   Our mission:We passionately believe that a successful outcome should be income. Income Solutions Wealth Management offers a high-level and life-long relationship experience through communication, education and service. Develop income strategies for now and for later.This commitment to independent financial advice helps to preserve the integrity of my investment advice. For decades, the firm has served as an enabling partner to financial advisors, supporting us in our goals of protecting and growing our clients’ wealth. I am proud of my affiliation and am confident that you will be pleased with the range of services you will receive as a result.ecurities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For Hyperlinks to FINRA and SIPC, please refer to \'Contact\' section.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

• Northwestern University - Kellogg School of Management

  Executive education

  2018 — 2018

• University of Notre Dame - Mendoza College of Business

  Stayer Center for Executive Education

  2019 — 2019

• Tyler Junior College

  Business Administration and Management, General

  1988 — 1991

• University of Texas at Tyler

  Bachelor of Business Administration (B.B.A.), Marketing

  1991 — 1993

• The American College of Financial Services

  Retirement Income Certified Professional, Retirement Income Certified Professional

  2013 — 2014

Skills

• Series 63
• Marketing
• Stocks
• Investment Management
• Variable Annuities
• Iras
• Wealth Management
• High Net Worth Individuals
• Securities
• Investments
• Trading
• Wealth Management Services
• Financial Services
• Bonds
• Strategic Financial Planning
• 401k
• Wealth Accumulation
• Retirement Planning
• Finra
• Annuities
• Portfolio Management
• Fixed Income
• Investment Advisory
• Asset Allocation
• Banking
• Mutual Funds
• Investment Strategies
• Alternative Investments
• Retirement Income
• Capital Markets
• Series 7
• Finance
• Wealth
• Asset Management
• Fund of Funds
• Tax Exempt Bonds
• Equity Trading
• Financial Advisory
• Roth Ira
• Funding