Lansen E. Pan
Professional summary
Lansen E-long Pan, CFP®, who also goes by Lansen Dimitri Pan Jr, Lansen Dimitri Pan, Lansen E-long Pan Jr, is a registered financial advisor currently at ALLY INVEST ADVISORS located in Charlotte, North Carolina and ALLY INVEST SECURITIES LLC located in Charlotte, North Carolina.
Lansen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Lansen has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lansen E-long Pan's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 28, 2021 - Present
ALLY INVEST ADVISORS
Office #1: 601 S. Tryon Street Suite 100, Charlotte, NC 28202December 16, 2022 - Present
ALLY INVEST SECURITIES LLC
Office #1: 601 S. Tryon St. Suite 100, Charlotte, NC 28202September 8, 2016 - October 14, 2021
VANGUARD ADVISERS, INC.
March 5, 2014 - October 14, 2021
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
ALLY INVEST ADVISORS
CRD#: 170301 / SEC#: 801-79305
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/28/2021)
(12/16/2022)
Exams
Series 7TO
Date: 7/3/2022
General Securities Representative ExaminationFINRA
Current Firm
ALLY INVEST ADVISORS
CRD#: 170301 / SEC#: 801-79305
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 76,058 |
| AUM (Assets Under Management) | $ 1,389,572,606 |
Red Flags
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