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Michelle Renee Lance

Charles Schwab & Co., Inc.

Wadsworth, OH

Phoenix, AZ

CRD 2970699

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2015-09-28
  • OH RA
    APPROVED
    Since 2015-09-28

Branch Locations

Wadsworth, OH • United States

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Richfield OH 08/2015 Present
Jc Penny Akron OH 10/2009 12/2018
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-12
  • S66 Uniform Combined State Law Examination
    2010-10-12
Other Names
  • Michelle Renee Williamson
  • Michelle Renee Herchek
  • Michelle Renee Herchek

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CITIZENS SECURITIES, INC.

Nearby Investors

DANIEL BRIAN ISHEE
Nicholas Stangelo
Brooke Michelle Roth

Nearby Offices

LPL FINANCIAL LLC · WADSWORTH, OH
J.P. MORGAN SECURITIES LLC · WADSWORTH, OH
CITIZENS SECURITIES, INC. · WADSWORTH, OH

More in Wadsworth, OH

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