RBC Capital Markets
46yrs
Top advisor by experience in Frisco
4yrs
Lance Sutton
Financial advisor at Merrill
Lance Sutton has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Frisco, Texas. Lance joined Merrill in 2023, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 808 advisors with offices in Frisco, and one of 767 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office1 Cowboys Way, Frisco, TX 75034
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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.
Career
- 2023 – nowMerrillCurrent firm
Contact Lance
Local office(940) 297-6900Ask for Lance. (800) 637-7455Main office · New York, NY 1 Cowboys WayFrisco, TX 75034Office · Get directions
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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?
- 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 (940) 297-6900 or the Merrill main office at (800) 637-7455, and ask for Lance Sutton.
How long has Lance been a financial advisor?
Lance has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Lance hold?
Series 63, 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?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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