Edward Jones
27yrs
Top 9% by experience at Edward Jones
28yrs
Lance Allen
Financial advisor at Ameriprise Financial Services
At a glance
Experience28 years (since 1998)
How that compares ?Top advisor by experience in Deer Park
Office301 E 13th St, Deer Park, TX 77536
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational 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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Uniform Combined State Law Examination
Career
- 2022 – nowAmeriprise Financial Services, LLCCurrent firm
- 2018 – 2022Cetera Investment Advisers LLCPreviously
- Jun 2018 – Oct 2018Edward JonesPreviously
- 2011 – 2014First Trust Advisors LPPreviously
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 Ameriprise Financial Services at 612-671-3131 and ask for Lance Allen. Lance works from the Deer Park, TX office.
How long has Lance been a financial advisor?
Lance has been in the industry since 1998, about 28 years. Top advisor by experience in Deer Park.
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?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Lance for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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