Raymond James & Associates
47yrs
Top advisor by experience in Beachwood
1yr
Lance Wright
Financial advisor at Oneseven
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122
FirmOneseven
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
States licensed ?1 state
Services through Oneseven
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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 Investment Adviser Law Examination
Career
- Oct 2025 – nowOnesevenCurrent firm
Questions to ask Lance
Tailored to Lance’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Oneseven at 216-865-1700 and ask for Lance Wright. Lance works from the Beachwood, OH office.
How long has Lance been a financial advisor?
Lance has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Lance hold?
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?
Oneseven reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other 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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