Lance L. Mccubbins

F2F RETIREMENT

TOOELE, UT 84074

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CRD#: 3050043

Professional summary

Lance Lane Mccubbins, who also goes by Lance L Mccubbins, is a registered financial advisor currently at F2F RETIREMENT, LLC located in Tooele, Utah.

Lance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Lance has worked at 8 firms and has passed the Series 66, Series 63, Series 65, Series 7, Series 6, Series 9, Series 10 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lance L Mccubbins

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.

Insurance licensed agent with utah and idaho. selling Life ins and annuities, long term care, health policies. aprx 10 hrs per week on this business secondary to RIA as a risk hedge for clients. Address 185 N Main st. ste 601 tooele, ut 84074 Owner of business L7 Insurance beginning 2017.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lance Lane Mccubbins's 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

May 16, 2013 - Present

F2F RETIREMENT, LLC

Office #1: 185 N Main St, Ste 601, Tooele, UT 84074

RIA

CRD#: 164005

TOOELE, UT

Past

February 17, 2011 - December 2, 2011

BROKERSXPRESS LLC

RIA

CRD#: 127081

TOOELE, UT

Past

February 16, 2011 - December 2, 2011

BROKERSXPRESS LLC

CRD#: 127081

TOOELE, UT

Past

November 18, 2010 - February 4, 2011

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

TOOELE, UT

Past

June 20, 2006 - September 30, 2010

EDWARD JONES

RIA

CRD#: 250

GRANTSVILLE, UT

Past

June 19, 2006 - September 30, 2010

EDWARD JONES

CRD#: 250

GRANTSVILLE, UT

Past

March 7, 2005 - May 31, 2006

MML INVESTORS SERVICES, LLC

CRD#: 10409

SALT LAKE CITY, UT

Past

March 4, 2005 - May 31, 2006

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

SALT LAKE CITY, UT

Past

January 25, 2002 - May 22, 2003

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SALT LAKE CITY, UT

Past

February 11, 1999 - May 22, 2003

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

August 6, 1998 - October 20, 1999

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(5/16/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/8/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/21/1998

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/10/1998

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 9/6/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/4/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 9

Date: 4/27/2001

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 4/7/2001

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 26

Date: 7/13/1998

Investment Company Products/Variable Contracts Principal Examination

Current Firm

F2F RETIREMENT, LLC

F2F RETIREMENT, LLC | MCCUBBINS, LANCE LANE | L7 INSURANCE

CRD#: 164005 / SEC#:

Utah

Registered Investment Advisory firm - (5/13/2013 Approved)

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Contact information

Main Address

185 N Main St, Ste 601, Tooele, UT 84074

Mailing Address

Phone number

(435) 224-4888

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	351
AUM (Assets Under Management)	$ 37,007,500

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Lance L. Mccubbins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lance Lane Mccubbins's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROKERSXPRESS LLC

BROKERSXPRESS LLC

PURSHE KAPLAN STERLING INVESTMENTS

EDWARD JONES

EDWARD JONES

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

WMA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/8/2002

Series 63

Date: 7/21/1998

Series 65

Date: 7/10/1998

Series 7

Date: 9/6/2000

Series 6

Date: 8/4/1998

Series 9

Date: 4/27/2001

Series 10

Date: 4/7/2001

Series 26

Date: 7/13/1998

Current Firm

F2F RETIREMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

F2F RETIREMENT, LLC

TRUST BUT VERIFY

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