Lance Paddock

Lance Paddock

Investment Strategist

Baton Rouge, Louisiana Area

Current
  • CEO at Thompson Creek Wealth Advisors
Past
  • Director of Investment Strategy at Peters Wealth Advisors
  • Financial Advisor at Morgan Stanley
  • Owner at Achieving Excellence
Education
  • Loyola University New Orleans
  • Baton Rouge High School
Connections
79 connections
Industry
Investment Management
Websites

Lance Paddock’s Summary

Lance Paddock’s Specialties:

asset allocation, manager selection, wealth management, economic history

Lance Paddock’s Experience

  • CEO

    Thompson Creek Wealth Advisors

    (Investment Management industry)

    2009 — Present (less than a year)

    I am the CEO and co-founder of Thompson Creek Wealth Advisors. We are a comprehensive, fee-only, advisory firm that coordinates a team of dedicated professionals across the full spectrum of financial and wealth planning issues.

Additional Information

Lance Paddock’s Websites:

Lance Paddock’s Interests:

investing, history, urban planning, economics, finance, basketball, football

Lance Paddock’s Groups:

Baton Rouge Chamber of Commerce, Sunrise Rotary of Baton Rouge, Forum 35

  •    Loyola University of New Orleans Alumni
  •    RIA Marketplace™
  •    A6 - Baton Rouge, LA
  •    Forum 35
  •    Investment Management Consultants Association (IMCA)
  •    Baton Rouge High School Alumni Association
  •    WealthEngine for Financial Services
  •    Linked Local Baton Rouge, LA
  •    Communicate Visually with SmartDraw
  •    Open Professional Networking

Lance Paddock’s Contact Settings

Interested In:

  • new ventures
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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