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Neil Gregory Lance

EDUCATOR'S FINANCIAL SERVICES, INC.·CAMBRIDGE, Minnesota
SIE, Series 7, Series 24, Series 52TO, Series 62, Series 63, Series 6524 years registeredEDUCATOR'S FINANCIAL SERVICES, INC.
1995 EAST RUM RIVER DRIVE S, CAMBRIDGE, MN 55008CRD# 2768092Firm CRD# 115211

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Neil Gregory Lance · CAMBRIDGE, MN
Registration
CRD #2768092 · EDUCATOR'S FINANCIAL SERVICES, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: EDUCATOR'S FINANCIAL SERVICES, INC.
ADVANCED ADVISOR GROUP, LLC
Jun 2023 – Jun 2026
Snohomish, WA
EFS ADVISORS
Apr 2023 – Jun 2026
Snohomish, WA
U.S. BANCORP INVESTMENTS, INC.
Mar 2022 – May 2022
EVERETT, WA
SCS
Dec 2020 – Apr 2022
BELLEVUE, WA
LPL FINANCIAL LLC
Aug 2020 – Mar 2021
BELLEVUE, WA
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
Sep 2018 – Sep 2020
Snohomish, WA
LPL FINANCIAL LLC
Feb 2007 – Sep 2017
BELLEVUE, WA
WM FINANCIAL SERVICES, INC.
Mar 2004 – Feb 2007
LYNNWOOD, WA
LANCE FINANCIAL, INC.
Feb 2003 – Oct 2003
MUKILTEO, WA
U.S. BANCORP PIPER JAFFRAY INC.
Apr 2002 – Oct 2002
EVERETT, WA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 52TO
Series 62
Series 63
Series 65
Registration record
First registered · April 15, 2002
Years registered · 24
03

Disclosure History

2023Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
EDUCATOR'S FINANCIAL SERVICES, INC.
CRD 115211 · SEC 801-62857
AUM
$2.0B
Regulatory assets under management
Employees
59
29,019 client accounts
Services offered by EDUCATOR'S FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at EDUCATOR'S FINANCIAL SERVICES, INC. →
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05

Frequently Asked Questions

What services does Neil Gregory Lance offer?
Neil Gregory Lance specializes in Financial Planning, Investment Management, Wealth Management.
What are Neil Gregory Lance's credentials?
Neil Gregory Lance is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Neil Gregory Lance located?
Neil Gregory Lance is based in CAMBRIDGE, Minnesota, last registered with EDUCATOR'S FINANCIAL SERVICES, INC..
How does Neil Gregory Lance charge for services?
Neil Gregory Lance's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EDUCATOR'S FINANCIAL SERVICES, INC.?
EDUCATOR'S FINANCIAL SERVICES, INC. has approximately 59 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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