Lance Enoch Purcell
Professional Summary
Lance Enoch Purcell is a registered financial advisor currently at BLACK KNIGHT WEALTH MANAGEMENT, LLC located in Amarillo, Texas. Lance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Lance has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
EQUITABLE ADVISORS, LLC
RBC CAPITAL MARKETS, LLC
VOYA FINANCIAL ADVISORS, INC.
CITIZENS SECURITIES, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EQUITABLE ADVISORS, LLC
RBC CAPITAL MARKETS, LLC
VOYA FINANCIAL ADVISORS, INC.
CITIZENS SECURITIES, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EQUITABLE ADVISORS, LLC
RBC CAPITAL MARKETS, LLC
VOYA FINANCIAL ADVISORS, INC.
CITIZENS SECURITIES, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
EQUITABLE ADVISORS, LLC
RBC CAPITAL MARKETS, LLC
VOYA FINANCIAL ADVISORS, INC.
CITIZENS SECURITIES, INC.
Years of Experience
1 years in the financial services industry
Current & Past Employments
Similar Advisors
EQUITABLE ADVISORS, LLC
RBC CAPITAL MARKETS, LLC
VOYA FINANCIAL ADVISORS, INC.
CITIZENS SECURITIES, INC.
Current Firm
BLACK KNIGHT ALTERNATIVES | PHOENIX RISING WEALTH MANAGEMENT | OPULENCE PLANNING GROUP | OIC CAPITAL | INTEGRATED ADVISORS | CANADIAN RIVER WEALTH MANAGMENT AND CONSULTING, LLC | BOW TIE WEALTH MANAGEMENT | BLACK KNIGHT WEALTH MANAGEMENT, LLC
Contact Information
Main Address
Frisco, TXPhone Number
(972) 786-6527# of Employees
14SEC notice filing (15 States and Territories)
Registered to provide investment advisory services in 15 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,225AUM (Assets Under Management)
$539,219,474Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/23/2025 | Cover Page | Report |
| 08/19/2024 | Cover Page | Report |
| 09/29/2023 | Cover Page | Report |
Similar Advisors
EQUITABLE ADVISORS, LLC
RBC CAPITAL MARKETS, LLC
VOYA FINANCIAL ADVISORS, INC.
CITIZENS SECURITIES, INC.
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.
Similar Advisors
EQUITABLE ADVISORS, LLC
RBC CAPITAL MARKETS, LLC
VOYA FINANCIAL ADVISORS, INC.
CITIZENS SECURITIES, INC.
Primary Firm SEC Registration
BLACK KNIGHT ALTERNATIVES | PHOENIX RISING WEALTH MANAGEMENT | OPULENCE PLANNING GROUP | OIC CAPITAL | INTEGRATED ADVISORS | CANADIAN RIVER WEALTH MANAGMENT AND CONSULTING, LLC | BOW TIE WEALTH MANAGEMENT | BLACK KNIGHT WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(5/20/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
EQUITABLE ADVISORS, LLC
RBC CAPITAL MARKETS, LLC
VOYA FINANCIAL ADVISORS, INC.
CITIZENS SECURITIES, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Lance Enoch Purcell's CRS (Customer Relationship Summary).
Similar Advisors
EQUITABLE ADVISORS, LLC
RBC CAPITAL MARKETS, LLC
VOYA FINANCIAL ADVISORS, INC.
CITIZENS SECURITIES, INC.
