AdvisorOS Directory
Claim Profile
LC

Lance Lyle Clark

SYNOBIS ADVISORS, INC.·CARY, North Carolina
Unclaimed Profile
1400 CRESCENT GREEN, CARY, NC 27518CRD# 6560084Firm CRD# 281488
01

About

Lance Lyle Clark is a registered financial advisor based in CARY, North Carolina, affiliated with SYNOBIS ADVISORS, INC.. 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
03

Firm Overview

Firm
SYNOBIS ADVISORS, INC.
SYNOBIS ADVISORS, INC.
AUM
$10M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SYNOBIS ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6560084
Firm CRD# 281488
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CARY?

Browse all registered financial advisors in CARY, North Carolina or claim this profile if it's yours.

Browse CARY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Lance Lyle Clark offer?
Lance Lyle Clark specializes in Financial Planning, Investment Management. Contact their office in CARY, North Carolina for a consultation.
What are Lance Lyle Clark's credentials?
Lance Lyle Clark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lance Lyle Clark located?
Lance Lyle Clark is based in CARY, North Carolina, working with SYNOBIS ADVISORS, INC.. Their office serves clients in the CARY metropolitan area and surrounding communities.
How does Lance Lyle Clark charge for services?
Lance Lyle Clark'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 SYNOBIS ADVISORS, INC.?
SYNOBIS ADVISORS, INC. has approximately 7 employees and manages $10M 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 in CARY
Stephen Drew Simpson — VERATIS ADVISORS, INC.Peggy Highsmith Brinn — VERATIS ADVISORS, INC.Robert Alexander Leggett — WEALTHSHIELD PARTNERS, LLCJames Richard Sotell — COMPERIO RETIREMENT CONSULTING, INC.Thomas J. Geraghty — STONEGATE WEALTH MANAGEMENT, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile