Lance Yurich

from Research Financial Strategies
SEC regulated
Regulated Investment Advisor
Lance Yurich is a financial advisor based in Maryland, Rockville, with 33 years of experience. Lance currently works for Research Financial Strategies. Lance maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser 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 Yurich works at Research Financial Strategies
Research Financial Strategies is a financial advisory firm based in Rockville, Maryland. It currently has approximately $258,771,596 of assets under management and employs about 12 people. Research Financial Strategies uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and percentage of annual income or net worth.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and percentage of annual income or net worth
Office location
2273 Research Blvd, Suite 101, Rockville, Maryland, 20850

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