LJ
Lance Jamerson
from Westshore Wealth
Lance Jamerson is a financial advisor based in California, Newport Beach,
with 24 years of experience. Lance currently works for
Westshore Wealth.
Lance maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Lance Jamerson works at Westshore Wealth
Westshore Wealth is a financial advisory firm based in Newport Beach, California. It currently has approximately $362,689,587 of assets under management and employs about 8 people. Westshore Wealth uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
15 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
4041 Macarthur Blvd., Suite #160, Newport Beach, California, 92660
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