Lance A. Mccartney
Professional summary
Lance Alexander Mccartney, who also goes by Lance Mccartney, is a registered financial advisor currently at PROVERBI CAPITAL ADVISORS, LLC located in Baton Rouge, Louisiana.
Lance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Lance has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lance Alexander Mccartney's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 9, 2026 - Present
PROVERBI CAPITAL ADVISORS, LLC
Office #1: 4317 Bluebonnet Blvd Suite B, Baton Rouge, LA 70809State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/9/2026)
Current Firm
PROVERBI CAPITAL ADVISORS, LLC
CRD#: 316555 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 148 |
| AUM (Assets Under Management) | $ 14,400,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
PROVERBI CAPITAL ADVISORS, LLC
CRD#: 316555Baton Rouge, LA 70809TRUST BUT VERIFY
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