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Lance Montgomery Powers

CANOPY 360 WEALTH, LLC·OCALA, Florida
SIE, Series 7, Series 9, Series 10, Series 31, Series 66Clean record17 years registeredCANOPY 360 WEALTH, LLC
104 SE 1ST AVENUE, OCALA, FL 34471CRD# 5607722Firm CRD# 296771

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lance Montgomery Powers · OCALA, FL
Registration
CRD #5607722 · CANOPY 360 WEALTH, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

CANOPY 360 WEALTH, LLC
Aug 2018 – present
FSIC
May 2018 – Jul 2018
Ocala, FL
RAYMOND JAMES & ASSOCIATES, INC.
Oct 2011 – Feb 2018
THE VILLAGES, FL
MORGAN STANLEY SMITH BARNEY LLC
Jun 2009 – Oct 2011
OCALA, FL
MORGAN STANLEY & CO. INCORPORATED
Jan 2009 – Jun 2009
OCALA, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 31
Series 66
Registration record
First registered · January 28, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CANOPY 360 WEALTH, LLC
CRD 296771 · SEC 801-113494
AUM
$261M
Regulatory assets under management
Employees
9
772 client accounts
Services offered by CANOPY 360 WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CANOPY 360 WEALTH, LLC →
Introduction

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05

Frequently Asked Questions

What services does Lance Montgomery Powers offer?
Lance Montgomery Powers specializes in Financial Planning, Investment Management. Contact their office in OCALA, Florida for a consultation.
What are Lance Montgomery Powers's credentials?
Lance Montgomery Powers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lance Montgomery Powers located?
Lance Montgomery Powers is based in OCALA, Florida, working with CANOPY 360 WEALTH, LLC. Their office serves clients in the OCALA metropolitan area and surrounding communities.
How does Lance Montgomery Powers charge for services?
Lance Montgomery Powers's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CANOPY 360 WEALTH, LLC?
CANOPY 360 WEALTH, LLC has approximately 9 employees and manages $261M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CANOPY 360 WEALTH, LLC

Russell Clay Lindsay
OCALA, FL
Jamie Gump Losito
OCALA, FL
CFP

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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