portrait of Lance R Lively
FINANCIAL ADVISOR

Lance R Lively

AAMS™
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Sports Enthusiast
  • Spending Time with Family
  • Outdoor Enthusiast

Team Members

  • Tara Beebe
    Sr. Branch Office Administrator
  • Karen Potter
    Branch Office Administrator
  • Cindy Wilson
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(918) 245-3796

Fax

(888) 267-3180

Office Address

348 E 2nd St
Sand Springs, OK 74063opens in a new window

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