LANCE ALDEN LIPSET is an investment adviser representative (IAR) with state registration records since 2004, appearing at 3 firms. Currently registered with MAI CAPITAL MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | 2024-03-12 | present | Yes |
| LWS WEALTH ADVISORS, INC. | 2012-05-04 | 2024-03-12 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2004-04-15 | 2012-05-08 | — |