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Lance C Hope-Gill

CHARTER INVESTMENT ADVISORS INC·ORLANDO, Florida
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5956 TURKEY LAKE RD., ORLANDO, FL 32819-4202CRD# 3066537Firm CRD# 104872
01

About

Lance C Hope-Gill is a registered financial advisor based in ORLANDO, Florida, affiliated with CHARTER INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CHARTER INVESTMENT ADVISORS INC
CHARTER INVESTMENT ADVISORS INC
AUM
$47M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CHARTER INVESTMENT ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETAINER FEES AND SPECIAL SERVICE FEES
Regulatory
SEC/IARD CRD# 3066537
Firm CRD# 104872
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lance C Hope-Gill offer?
Lance C Hope-Gill specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ORLANDO, Florida for a consultation.
What are Lance C Hope-Gill's credentials?
Lance C Hope-Gill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lance C Hope-Gill located?
Lance C Hope-Gill is based in ORLANDO, Florida, working with CHARTER INVESTMENT ADVISORS INC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.
How does Lance C Hope-Gill charge for services?
Lance C Hope-Gill's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retainer fees and special service fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARTER INVESTMENT ADVISORS INC?
CHARTER INVESTMENT ADVISORS INC has approximately 1 employees and manages $47M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CHARTER INVESTMENT ADVISORS INC

Renee & Lance C Hope-Gill
ORLANDO, FL
Terry Rodgers
ORLANDO, FL
Richard Allen Rodgers
ORLANDO, FL

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