Edward Jones
41yrs
Top advisor by experience in Murray
19yrs
Lance Cherry has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Murray, Kentucky. Lance has been with Markowski Investments since 2019; before that, Lance spent less than a year at Truth of Investing and two years at Simplyria Advisor Network. Markowski Investments offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and hourly fees.
One of 20 advisors with offices in Murray, and one of 19 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 63% of advisors in Kentucky
Office518 S. 12th Street, Murray, KY 42071
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$369,774
Advisors at the firm10
States licensed ?1 state
Services through Markowski Investments
Financial planningInvestment management for individuals and small businessesRetirement 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.
Career
- 2019 – nowMarkowski InvestmentsCurrent firm
- Feb 2019 – Apr 2019Truth of Investing LLCPreviously
- Sep 2018 – Dec 2018Truth of Investing LLCPreviously
- Nov 2016 – Sep 2018Simplyria Advisor NetworkPreviously
- 2013 – 2016Curian Capital, LLCPreviously
Contact Lance
(813) 597-6400Markowski Investments main office 518 S. 12th StreetMurray, KY 42071Office · Get directions Firm websitewww.truthofinvesting.com
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Questions to ask Lance
Tailored to Lance’s registration and firm.
- 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 Markowski Investments at (813) 597-6400 and ask for Lance Cherry. Lance works from the Murray, KY office.
How long has Lance been a financial advisor?
Lance has been in the industry since 2007, about 19 years. More experience than 63% of advisors in Kentucky.
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?
Markowski Investments reports being paid by a percentage of the assets they manage, hourly 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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