Fifth Third Securities
38yrs
Top advisor by experience in Warren
28yrs
Lance Tabbert
Financial advisor at Fifth Third Securities
Lance Tabbert is a fiduciary financial advisor in Warren, Michigan, with 28 years in the industry. Lance joined Fifth Third Securities in 2023, after five years at Essex National Securities and four years at Lasalle Financial Services. Fifth Third Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 21 advisors with offices in Warren, and one of 19 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 11% by experience at Fifth Third Securities
Office30700 Van Dyke Ave., Warren, MI 48093
How the firm is paid ?Percent of assets
Typical client at the firm ?$230,450
Advisors at the firm1,009
States licensed ?1 state
Services through Fifth Third Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersOther 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
- 2023 – nowFifth Third Securities, Inc.Current firm
- 2011 – 2016Essex National Securities, LLCPreviously
- 2001 – 2006Lasalle Financial Services, Inc.Previously
Contact Lance
(888) 889-1025Firm headquarters in Cincinnati, OH. Ask for Lance. 30700 Van Dyke Ave.Warren, MI 48093Office · Get directions LinkedIn pageFifth Third Securities
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Questions to ask Lance
Tailored to Lance’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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Lance
How do I contact Lance?
Call Fifth Third Securities at (888) 889-1025 and ask for Lance Tabbert. Lance works from the Warren, MI office.
How long has Lance been a financial advisor?
Lance has been in the industry since 1998, about 28 years. Top 11% by experience at Fifth Third Securities.
What licenses does Lance hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Lance a fiduciary?
Lance is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lance paid?
Fifth Third Securities reports being paid by a percentage of the assets they manage. Ask Lance 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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