LANCE WILLIAM HELFERT is an investment adviser representative (IAR) with state registration records since 2015, appearing at 2 firms. Currently registered with 15 EQUITY.
| Firm | From | To | Current |
|---|---|---|---|
| 15 EQUITY | 2026-01-01 | present | Yes |
| LUCIA CAPITAL GROUP | 2015-06-01 | 2020-12-31 | — |