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Lance P
Series 63, Series 65
San Luis Obispo, CA
Lance Parker Wealth Management
Lance Parker is the sole advisor at Lance Parker Wealth Management in San Luis Obispo, CA, holding Series 63 and Series 65 designations with 27 years of industry experience. He has led Parker Wealth Advisory Services since 2011. His firm provides investment supervisory services and financial planning to individuals, high-net-worth clients, and trusts, estates, and charitable organizations. The investment approach features global asset allocation with a combination of long- and short-term trading across various asset classes, managing assets on a non-discretionary basis and delivering financial plans primarily as one-time engagements unless additional services are requested.
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