Lance B. Kolbet

KOVACK SECURITIES

Pocatello, ID 83201

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CRD#: 2989645

Professional summary

Lance Beaumont Kolbet, who also goes by Lance Beaumont Kolbet, is a registered financial professional currently at KOVACK SECURITIES INC. located in Pocatello, Idaho.

Lance is registered as a RR (Registered Representative) and started their career in finance in 1998. Lance has worked at 7 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Lance Beaumont Kolbet

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lance Beaumont Kolbet's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 22, 2025 - Present

KOVACK SECURITIES INC.

Office #1: 500 S 11th Ave Suite 403, Pocatello, ID 83201

CRD#: 44848

Pocatello, ID

Past

April 24, 2023 - December 23, 2025

MML INVESTORS SERVICES, LLC

CRD#: 10409

Pocatello, ID

Past

January 2, 2014 - April 25, 2023

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

Pocatello, ID

Past

June 30, 2006 - December 31, 2013

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

POCATELLO, ID

Past

May 7, 2003 - June 30, 2006

CARILLON INVESTMENTS, INC.

CRD#: 14646

POCATELLO, ID

Past

May 6, 1999 - May 8, 2003

UNITED HERITAGE FINANCIAL SERVICES, INC.

CRD#: 35316

MERIDIAN, ID

Past

March 7, 1998 - March 15, 1999

LEGACY FINANCIAL SERVICES, INC.

CRD#: 38697

PETALUMA, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(12/22/2025)

California
(12/22/2025)

Colorado
(12/22/2025)

Connecticut
(1/2/2026)

Florida
(12/22/2025)

Georgia
(12/22/2025)

Idaho
(12/22/2025)

Illinois
(12/22/2025)

Indiana
(12/22/2025)

Iowa
(12/22/2025)

Kansas
(12/22/2025)

Kentucky
(12/22/2025)

Montana
(12/23/2025)

Nevada
(12/22/2025)

Oregon
(12/22/2025)

Texas
(12/22/2025)

Utah
(12/22/2025)

Wisconsin
(12/22/2025)

Wyoming
(12/22/2025)

Exams

State Security Law Exam

Series 63

Date: 2/2/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/2/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 9/2/2003

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

KOVACK SECURITIES INC.

KOVACK SECURITIES INC. | RK ADVISORS, INC. | RK ADVISORS

CRD#: 44848 / SEC#: , 8-50847

Broker-Dealer Firm Regulated by FINRA (Florida district office)

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Contact information

Main Address

6451 N. Federal Hwy. Suite 1201, Ft. Lauderdale, FL 33308

Mailing Address

6451 N. Federal Hwy. Suite 1201, Ft. Lauderdale, FL 33308

Phone number

(954) 782-4771

Established

Florida since 04/22/1997

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
KOVACK FINANCIAL, LLC.	OWNER
KOVACK, BRIAN JOHN	CEO	2809477
SHICK, ISABELLE ALLISON	FINOP	5364794
WOLFE, MELINDA SUE	CHIEF COMPLIANCE OFFICER/EVP	1627593

Disclosures

Regulatory Event	5
Arbitration	5

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Lance B. Kolbet

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lance Beaumont Kolbet's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

THE O.N. EQUITY SALES COMPANY

AMERITAS INVESTMENT COMPANY, LLC

CARILLON INVESTMENTS, INC.

UNITED HERITAGE FINANCIAL SERVICES, INC.

LEGACY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/2/1998

SIE

Date: 10/1/2018

Series 6

Date: 3/2/1998

Series 26

Date: 9/2/2003

FINRA

Current Firm

KOVACK SECURITIES INC.

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

KOVACK SECURITIES INC.

TRUST BUT VERIFY

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