Lance Mitchell Kluger
Investment Adviser Representative at A.g.p / Alliance Global Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lance Mitchell Kluger is an investment adviser representative with A.g.p / Alliance Global Partners in Boca Raton, FL, where they have been registered since 2019. They have worked in the securities industry since 1997 and have been registered with 3 firms, including Summit Financial Group Inc and Wachovia Securities Financial Network, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida, New York, and South Carolina.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, New York, South Carolina
- Broker:
12 states and territories
California, Colorado, Delaware, Florida, Illinois, Kentucky, Missouri, New York, Pennsylvania, South Carolina, Utah, Vermont
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Summit Brokerage Services IncJan 2003 – Aug 2019Boca Raton, FL
- Summit Financial Group IncJan 2003 – Aug 2019Boca Raton, FL
- A.g.p. / Alliance Global PartnersAug 2019 – no end date reportedBoca Raton, NJ
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About A.g.p / Alliance Global Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Other
- Firm account minimum
- $10,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
The firm offers financial and wealth planning, insurance solutions and planning, retirement planning, investment planning, business and organizational planning, and family planning services. Divisions include Private Wealth Management, Business Planning, and 401(k) Plan services. Their FUSE Wealth Management Formula combines investment consulting, advanced planning, and relationship management.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 131
- Offices listed on AdvisorFinder:
- 18
- Main office:
- Westport, CT
- SEC file number:
- 801-70276
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at A.g.p / Alliance Global Partners
Showing 12 of 131 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lance Mitchell Kluger has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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