Lance Sevier is an alumnus of San Diego State University and has worked as a financial professional for over a decade. Lance helps individuals, families, and businesses plan for a successful future by providing the comprehensive financial advice necessary to pursue their goals.
As a financial advisor, Lance assists members with financial strategies to work toward their goals for different life stages. He focuses on wealth accumulation during working years, retirement income planning and distribution in retirement years, as well as, wealth transfer planning, saving for education, business succession planning, and insurance protection.
Lance works closely with members to create individualized plans that align with their specific needs. He helps members implement a plan for their goals, and then takes an active role in their future by periodically checking in to make sure everything is still on track.
Contact Lance today
Located at Global Credit Union
2041 148th Avenue NE
Bellevue, WA 98007
California Insurance License # 0H63213
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Lance Sevier is a financial advisor with, and securities and advisory services offered through LPL Financial (LPL), a Registered Investment Advisor and Broker-Dealer, (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Global Federal Credit Union and Global Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Global Retirement & Investment Services and may also be employees of Global Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Global Federal Credit Union or Global Retirement & Investment Services. Securities and insurance offered through LPL, or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
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