Lance Pelky & Associates

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

3550 Camino Del Rio N Ste 101, San Diego...

Phone Number

(619) 282-2288

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Lance Pelky & Associates

Lance Pelky and Associates, Inc. is a financial planning firm based in San Diego, CA, specializing in retirement management, including services related to 401k, IRA, and pension plans. With over 30 years of experience, they focus on helping clients navigate the complexities of retirement income and estate planning. Their target clients include individuals and employees from companies like Sempra Energy and San Diego Gas & Electric. The firm emphasizes integrity and personalized service, offering consultations to ensure clients' financial goals are met.Explore more
Lance Pelky & Associates's Social MediaPopular SearchesLance Pelky & Associates IncLance Pelky & AssociatesLance Pelky and Associates IncLance Pelky & Associates - Inctalktolance.comSIC Code 62,628NAICS Code 52,523Show more

Lance Pelky & Associates Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lance Pelky & Associates

<$5M
1-10
Private
-
1998
MT
Maribell TorresOffice Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2001
TM
Tami MoranManager, Branch Operations
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2011
RR
Remique RichardsonClient Account Coordinator
<$5M
1-10
Private
-
2007
DA
Douglas ArmeyFinancial Consultant
<$5M
1-10
Private
-
2019
Alyn Rumbold, Managing Director at Merlin Planning & Investment Services
Alyn RumboldManaging Director
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

Lance Pelky & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lance Pelky & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lance Pelky & Associates.

Lance Pelky & Associates Tech Stack

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Frequently Asked Questions Regarding Lance Pelky & Associates

What is Lance Pelky & Associates's official website?
Lance Pelky & Associates's official website is www.talktolance.com
What is Lance Pelky & Associates's Revenue?
Lance Pelky & Associates's revenue is <$5 Million
What is Lance Pelky & Associates's SIC code?
Lance Pelky & Associates's SIC: 62,628
What is Lance Pelky & Associates's NAICS code?
Lance Pelky & Associates's NAICS: 52,523
How many employees does Lance Pelky & Associates have?
Lance Pelky & Associates has 1-10 employees
What industry does Lance Pelky & Associates belong to?
Lance Pelky & Associates is in the industry of: Finance, Securities Trading
What is Lance Pelky & Associates competition?
Lance Pelky & Associates top competitors include: Armey Bushey And Associate, kevinshatch.com, Merlin Planning & Investment Services, Win Win Investment Planning
What technology does Lance Pelky & Associates use?
Some of the popular technologies that Lance Pelky & Associates uses are: Cloudflare Website Optimization, Datadog, Google Font API, Google Tag Manager
How do I contact Lance Pelky & Associates?
Lance Pelky & Associates contact info: Phone number: (619) 282-2288 Website: www.talktolance.com
What does Lance Pelky & Associates do?

Lance Pelky and Associates, Inc. is a financial planning firm based in San Diego, CA, specializing in retirement management, including services related to 401k, IRA, and pension plans. With over 30 years of experience, they focus on helping clients navigate the complexities of retirement income and estate planning. Their target clients include indi... viduals and employees from companies like Sempra Energy and San Diego Gas & Electric. The firm emphasizes integrity and personalized service, offering consultations to ensure clients' financial goals are met.Read More

What are Lance Pelky & Associates social media links?
Lance Pelky & Associates Linkedin page Lance Pelky & Associates Facebook page
Is Lance Pelky & Associates a public company?
Lance Pelky & Associates is private company therefore does not currently have an official ticker symbol
See more information about Lance Pelky & Associates

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