Merrill Lynch, Pierce, Fenner & Smith
45yrs
Top advisor by experience in Baton Rouge
24yrs
Lance E Cabra
Financial advisor at LPL Financial
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors in Baton Rouge
Office17431 Jefferson Hwy, Suite B, Baton Rouge, LA 70817
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2024 – nowLPL Financial LLCCurrent firm
- 2012 – 2024J.p. Morgan Securities LLCPreviously
- 2009 – 2012Chase Investment Services Corp.Previously
- Jan 2007 – Apr 2008Edward JonesPreviously
Questions to ask Lance
Tailored to Lance’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Lance
How do I contact Lance?
Call LPL Financial at 704-733-3300 and ask for Lance E Cabra. Lance works from the Baton Rouge, LA office.
How long has Lance been a financial advisor?
Lance has been in the industry since 2002, about 24 years. More experience than 70% of advisors in Baton Rouge.
What licenses does Lance hold?
Series 63, Series 65. 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?
LPL Financial 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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