Ameriprise Financial Services
44yrs
Top advisor by experience in Gainesville
20yrs
Lance Gresham has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Gainesville, Georgia. Lance has been with Edward Jones since 2008; before that, Lance spent a year at First Legacy Securities. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 131 advisors with offices in Gainesville, and one of 117 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?Top 22% by experience at Edward Jones
Office1532 Park Hill Drive, Gainesville, GA 30501
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Series 66Uniform Combined State Law Examination
Career
- 2008 – nowEdward JonesCurrent firm
- Aug 2007 – May 2008First Legacy Securities, LLCPreviously
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?
- 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
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About Lance
How do I contact Lance?
Call Lance’s local office at (770) 297-6482 or the Edward Jones main office at (314) 515-2000, and ask for Lance Gresham.
How long has Lance been a financial advisor?
Lance has been in the industry since 2007, about 20 years. Top 22% by experience at Edward Jones.
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?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other 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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