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Advisors / Washington / Vancouver
26yrs

Lance Boyce

Financial advisor at Cetera Investment Advisers

Based in Vancouver, Washington, Lance Boyce is a fiduciary financial advisor with 26 years of industry experience. Lance has been with Cetera Investment Advisers since 2023; before that, Lance spent eight years at Interwest Financial Advisors. Lance holds the CFP® designation.

One of 513 advisors with offices in Vancouver, and one of 489 fiduciaries.

Vancouver, WA 98684CFP®Top 19% by experience in VancouverFiduciary advisor

At a glance

Experience26 years (since 2000)
How that compares ?Top 19% by experience in Vancouver
Office15597 SE Mill Plain Blvd, Vancouver, WA 98684
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states

Services through Cetera Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2023 – now
  2. 2000 – 2008
    Interwest Financial Advisors, LLCPreviously

Questions to ask Lance

Tailored to Lance’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Cetera Investment Advisers at (310) 257-7880 and ask for Lance Boyce. Lance works from the Vancouver, WA office.

How long has Lance been a financial advisor?

Lance has been in the industry since 2000, about 26 years. Top 19% by experience in Vancouver.

What licenses does Lance hold?

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?

Cetera Investment Advisers 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 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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