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Lance Montgomery Powers

CANOPY 360 WEALTH, LLC·OCALA, Florida
Series 10, Series 9, Series 31, Series 7, Series 66Clean recordCANOPY 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lance Montgomery Powers is a registered financial advisor based in OCALA, Florida, affiliated with CANOPY 360 WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CANOPY 360 WEALTH, LLC
CANOPY 360 WEALTH, LLC
AUM
$261M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CANOPY 360 WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5607722
Firm CRD# 296771
View on FINRA BrokerCheck →

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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

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

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Research
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