LANCE WADE is an investment adviser representative (IAR) with state registration records since 2007, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2010-11-30 | 2018-07-13 | — |
| CHARLES SCHWAB & CO., INC. | 2010-01-05 | 2010-11-12 | — |
| STRATEGIC ADVISERS LLC | 2007-07-06 | 2009-11-06 | — |