Unclaimed Profile

Lance Clarke Lemons

WATER OAK ADVISORS, LLC·WINTER PARK, Florida

Series 2, Series 6, Series 65Clean record29 years registeredWATER OAK ADVISORS, LLC

145 LINCOLN AVENUE, WINTER PARK, FL 32789-3836CRD# 2740208Firm CRD# 140486

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lance Clarke Lemons · WINTER PARK, FL

Registration

CRD #2740208 · WATER OAK ADVISORS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WATER OAK ADVISORS, LLC

EATON VANCE WATEROAK ADVISORS

Dec 2020 – May 2022

WINTER PARK, FL

WATER OAK ADVISORS, LLC

Feb 2007 – Dec 2020

WINTER PARK, FL

CAPITAL MANAGEMENT GROUP

Feb 1997 – Jan 2007

MAITLAND, FL

Registrations & Exams

FINRA examinations passed

Series 2

Series 6

Series 65

Registration record

First registered · February 14, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WATER OAK ADVISORS, LLC

CRD 140486 · SEC 801-66872

AUM

$2.2B

Regulatory assets under management

Employees

2,020 client accounts

Services offered by WATER OAK ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WATER OAK ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Lance Clarke Lemons offer?

Lance Clarke Lemons specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Lance Clarke Lemons's credentials?

Lance Clarke Lemons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lance Clarke Lemons located?

Lance Clarke Lemons is based in WINTER PARK, Florida, last registered with WATER OAK ADVISORS, LLC.

How does Lance Clarke Lemons charge for services?

Lance Clarke Lemons's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WATER OAK ADVISORS, LLC?

WATER OAK ADVISORS, LLC has approximately 16 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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