Unclaimed Profile

Lance Patrick Simpson

FUSE PARTNERS, LLC·DALLAS, Texas

FUSE PARTNERS, LLC

8111 PRESTON ROAD, DALLAS, TX 75225CRD# 5670739Firm CRD# 168733

Profile Verification

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

Identity

Lance Patrick Simpson · DALLAS, TX

Registration

CRD #5670739 · FUSE PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Lance Patrick Simpson is a registered financial advisor based in DALLAS, Texas, affiliated with FUSE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

FUSE PARTNERS, LLC

AUM

$903M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FUSE PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5670739

Firm CRD# 168733

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lance Patrick Simpson offer?

Lance Patrick Simpson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Lance Patrick Simpson's credentials?

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

Where is Lance Patrick Simpson located?

Lance Patrick Simpson is based in DALLAS, Texas, working with FUSE PARTNERS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Lance Patrick Simpson charge for services?

Lance Patrick Simpson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FUSE PARTNERS, LLC?

FUSE PARTNERS, LLC has approximately 36 employees and manages $903M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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