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Lance L
Series 63, Series 65
Palm Desert, CA
Integrated Advisors Network LLC
Lance Lienart is an advisor at Integrated Advisors Network LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Perigon Wealth Management. He is also licensed in insurance and spends approximately 10% of his time on related activities outside of investment management. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm provides portfolio management, financial planning, and consulting services using a combination of fundamental and quantitative approaches, often incorporating third-party managers and offering both discretionary and non-discretionary investment management.
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