Sila Financial
37yrs
Top advisor by experience in Snohomish
30yrs
Neil Lance
Financial advisor at LPL Financial
Neil Lance is a fiduciary financial advisor in Snohomish, Washington, with 30 years in the industry. Neil joined LPL Financial in 2026, after three years at Advanced Advisor Group and three years at EFS Advisors. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 20 advisors with offices in Snohomish, and one of 19 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 14% by experience in Washington
OfficeSnohomish, WA
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2026 – nowLPL Financial LLCCurrent firm
- 2023 – 2026Advanced Advisor Group, LLCPreviously
- 2023 – 2026EFS AdvisorsPreviously
- Mar 2022 – May 2022U.S. Bancorp Investments, Inc.Previously
- Dec 2020 – Apr 2022SCSPreviously
- Sep 2018 – Sep 2020Financial Advocates Investment ManagementPreviously
- 2007 – 2021LPL Financial LLCPreviously
- 2004 – 2007Wamu Investments, Inc.Previously
Earlier career (2 more)
- Feb 2003 – Oct 2003Lance Financial, Inc.Previously
- Apr 2002 – Oct 2002Piper Sandler & Co.Previously
Contact Neil
Snohomish, WAOffice · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Neil
Tailored to Neil’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Neil
How do I contact Neil?
Call LPL Financial at (704) 733-3300 and ask for Neil Lance. Neil works from the Snohomish, WA office.
How long has Neil been a financial advisor?
Neil has been in the industry since 1996, about 30 years. Top 14% by experience in Washington.
What licenses does Neil hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Neil a fiduciary?
Neil is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Neil paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Neil for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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