AdvisorOS Directory
Claim Profile
Unclaimed Profile
LH

Lance C Hope-Gill

CHARTER INVESTMENT ADVISORS INC·ORLANDO, Florida
Series 3Clean record26 years registeredCHARTER INVESTMENT ADVISORS INC
5956 TURKEY LAKE RD., ORLANDO, FL 32819-4202CRD# 3066537Firm CRD# 104872

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lance C Hope-Gill · ORLANDO, FL
Registration
CRD #3066537 · CHARTER INVESTMENT ADVISORS INC · 26 years registered
Brand Profile
Not yet started
01

Career History

SIGNATURE RESOURCES LLC
Apr 2025 – present
SEASIDE CAPITAL MANAGEMENT
Apr 2019 – Dec 2023
ORLANDO, FL
CHARTER INVESTMENT ADVISORS INC
Apr 2000 – Oct 2014
ORLANDO, FL
02

Registrations & Exams

FINRA examinations passed
Series 3
Registration record
First registered · April 18, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CHARTER INVESTMENT ADVISORS INC
CRD 104872 · SEC 801-33360
AUM
$47M
Regulatory assets under management
Employees
1
234 client accounts
Services offered by CHARTER INVESTMENT ADVISORS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CHARTER INVESTMENT ADVISORS INC →
Introduction

Speak with Lance

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lance is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ORLANDO?

Browse all registered financial advisors in ORLANDO, Florida or claim this profile if it's yours.

Browse ORLANDO AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CHARTER INVESTMENT ADVISORS INC

Terry Rodgers
ORLANDO, FL

More Advisors in ORLANDO, Florida

Catherine Jolly Hyder
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC·ORLANDO, FL
CFP
Louie Earl Denney
INTEGRITY FIXED INCOME MANAGEMENT, LLC·ORLANDO, FL
Natalia B Callahan
CALLAHAN WEALTH ADVISORY, LLC·ORLANDO, FL
Rhonda L Shurtleff
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC·ORLANDO, FL
CFP
Colin Michael Callahan
CALLAHAN WEALTH ADVISORY, LLC·ORLANDO, FL
Gregg Alexander Biro
RESOURCE CONSULTING GROUP INC·ORLANDO, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)JACKSONVILLE (95)FORT LAUDERDALE (95)ST. PETERSBURG (57)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile