Lance
Wade

Fidelity Personal And Workplace Advisors

CRD#4939784
Investment Advisor
in Boston, MA
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About this Advisor

Lance Wade is a certified financial planner working in Boston, Massachusetts, who has been in the financial industry for 11 years. Wade is an employee of Fidelity Personal And Workplace Advisors. Throughout their career, Wade has worked at Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc, Charles Schwab Bank, Fidelity Investments and Fidelity Personal And Workplace Advisors. Wade has Series 63 and Series 66 licenses, certifying them as a securities agent, and can serve investors in Kansas. Fidelity Personal And Workplace Advisors is an advisory firm based out of Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 employees. It manages $345 billion in total assets among its 858,130 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises seven charities and foundations. Of its 858,130 accounts, 68% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually vary depending on which services are offered. Fee types charged by Fidelity Personal And Workplace Advisors likely include any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

245 Summer Street, V2A
Boston, MA 02210

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$344,922,585,757

MA Average: $16,012,751,954
Total Number of Employees

6,485

MA Average: 118
Total Number of Accounts

858,130

MA Average: 4,567
Average Account Size

$401,947

MA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Lance Wade Work History

Lance has 11 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2009 - 2009 (0 years)

Fidelity Brokerage Services LLC

2009 - 2010 (1 years)

Charles Schwab & Co., Inc

2009 - 2010 (1 years)

Charles Schwab Bank

2008 - Present (11 years)

Fidelity Investments

2007 - 2009 (2 years)

Fidelity Brokerage Services LLC

Disclosures

Lance Wade has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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