Lance Wade, CFP®, is currently the Vice President and Branch Leader at Fidelity Investments, where they have held multiple roles over the years. They previously served as Vice President Financial Consultant at Charles Schwab from 2009 to 2010 and held various positions at Fidelity Investments, including Financial Representative and Assistant Branch Manager. Lance earned a Bachelor's degree in Economics from the University of Tennessee, Knoxville, between 2002 and 2004.
This person is not in the org chart
This person is not in any teams
This person is not in any offices