Adviser and broker representative · Ameriprise Financial Services, LLC
Lance A. Silva
CRD 5084543 · San Diego, CA
At a glance
Lance A. Silva is an investment adviser representative with Ameriprise Financial Services, LLC in San Diego, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lance’s SEC record dates to 2006, about 19 years ago. Lance is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Ameriprise Financial Services, LLCSince January 2025San Diego, CA · $660B in regulatory assets
SEC adviser record
- Registered since
- 2006 (19 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Lance’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.