LANCE OWEN BURKS is an investment adviser representative (IAR) with state registration records since 2009, appearing at 4 firms. Currently registered with ROCKEFELLER FINANCIAL LLC, ROCKEFELLER CAPITAL MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | 2024-08-07 | present | Yes |
| ROCKEFELLER FINANCIAL LLC | 2022-04-11 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2020-03-10 | 2022-03-31 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2014-02-06 | 2020-01-27 | — |
| WELLS FARGO INVESTMENTS, LLC | 2009-12-07 | 2010-09-15 | — |