Financial Advisor, Program Manager
Shell Wealth Services A Financial Advisory Practice Of Ameriprise Financial Serv
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Lance Allen Email & Phone Number
Financial Advisor, Program Manager
at
Shell Wealth Services a financial advisory practice of Ameriprise Financial Serv
1 work email found
@ftportfolios.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Shell Wealth Services a financial advisory practice of Ameriprise Financial Serv
Role
Financial Advisor, Program Manager
Location
Deer Park, Texas, United States
Who is Lance Allen? Overview
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Quick answer
Lance Allen is listed as Financial Advisor, Program Manager at Shell Wealth Services a financial advisory practice of Ameriprise Financial Serv, based in Deer Park, Texas, United States. AeroLeads shows a work email signal at ftportfolios.com and a matched LinkedIn profile for Lance Allen.
Lance Allen previously worked as Financial Advisor, Program Manager at Shell Wealth Services A Financial Advisory Practice Of Ameriprise Financial Services Llc and VP Wealth Manager/Wealth Strategies Advisor at Heritage Wealth Strategies. Lance Allen holds Ba, Accounting from Vanguard University Of Southern California.
Company email context
Email format at Shell Wealth Services a financial advisory practice of Ameriprise Financial Serv
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{first_initial}{last}@ftportfolios.com
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AeroLeads found 1 current-domain work email signal for Lance Allen. Compare company email patterns before reaching out.
Profile bio
About Lance Allen
Lance Allen is a Financial Advisor, Program Manager at Shell Wealth Services a financial advisory practice of Ameriprise Financial Serv. He possess expertise in investment management, presentations and public speaking, advisor business practices, client service, relationship development and 39 more skills.
Listed skills include Investment Management, Presentations And Public Speaking, Advisor Business Practices, Client Service, and 40 others.
Current workplace
Lance Allen's current company
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Shell Wealth Services A Financial Advisory Practice Of Ameriprise Financial Serv
5 roles
Lance Allen work experience
A career timeline built from the work history available for this profile.
Financial Advisor, Program Manager
Current
Shell Wealth Services A Financial Advisory Practice Of Ameriprise Financial Services Llc
May 2022 - Present
Vp Wealth Manager/Wealth Strategies Advisor
Heritage Wealth Strategies
Oct 2018 - Sep 2022
Senior Regional Vice President, Wealth Consultant
Mar 2014 - Apr 2018
Regional Vice President
Jan 2005 - Mar 2014
1 education record
Lance Allen education
FAQ
Frequently asked questions about Lance Allen
Quick answers generated from the profile data available on this page.
What company does Lance Allen work for?
Lance Allen works for Shell Wealth Services a financial advisory practice of Ameriprise Financial Serv.
What is Lance Allen's role at Shell Wealth Services a financial advisory practice of Ameriprise Financial Serv?
Lance Allen is listed as Financial Advisor, Program Manager at Shell Wealth Services a financial advisory practice of Ameriprise Financial Serv.
What is Lance Allen's email address?
AeroLeads has found 1 work email signal at @ftportfolios.com for Lance Allen at Shell Wealth Services a financial advisory practice of Ameriprise Financial Serv.
Where is Lance Allen based?
Lance Allen is based in Deer Park, Texas, United States while working with Shell Wealth Services a financial advisory practice of Ameriprise Financial Serv.
What companies has Lance Allen worked for?
Lance Allen has worked for Shell Wealth Services A Financial Advisory Practice Of Ameriprise Financial Serv, Shell Wealth Services A Financial Advisory Practice Of Ameriprise Financial Services Llc, Heritage Wealth Strategies, Dws Group, and First Trust.
How can I contact Lance Allen?
You can use AeroLeads to view verified contact signals for Lance Allen at Shell Wealth Services a financial advisory practice of Ameriprise Financial Serv, including work email, phone, and LinkedIn data when available.
What schools did Lance Allen attend?
Lance Allen holds Ba, Accounting from Vanguard University Of Southern California.
What skills is Lance Allen known for?
Lance Allen is listed with skills including Investment Management, Presentations And Public Speaking, Advisor Business Practices, Client Service, Relationship Development, Sales, Teamwork, and Unit Investment Trusts.
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