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Lance Wilson

Strategic Advisers LLC

Greensboro, NC

Greensboro, NC

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

609 Green Valley Rd, Greensboro, NC 27408-7717 • United States

Greensboro, NC • 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
Suntrust Investment Services,Inc Atlanta GA 05/2011 04/2017
Suntrust Advisory Services Atlanta GA 08/2016 04/2017
Fidelity Brokerage Services Llc Greensboro NC 05/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2011 → 04/2017
    Suntrust Investment Services,Inc
    Atlanta, GA
  • 08/2016 → 04/2017
    Suntrust Advisory Services
    Atlanta, GA
  • 05/2017 → Present
    Fidelity Brokerage Services Llc
    Greensboro, NC
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Greensboro, NC
    Greensboro, NC
  • 2017-06-12 → 2018-07-13
    Strategic Advisers Llc
    Greensboro, NC
  • 2016-08-31 → 2017-05-02
    Truist Advisory Services, Inc.
    Asheville, NC
    Waynesville, NC
    Arden, NC
    Black Mountain, NC
    Asheville, NC
    Asheville, NC
  • 2011-05-18 → 2016-12-31
    Truist Investment Services, Inc.
    Black Mountain, NC
    Arden, NC
    Waynesville, NC
    Asheville, NC
    Asheville, NC
    Asheville, NC
  • 2006-02-09 → 2011-05-19
    Wells Fargo Clearing Services, Llc
    Waynesville, NC
    Cullowhee, NC
    Sylva, NC
    Greenville, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-01-24
S63 Uniform Securities Agent State Law Examination 1991-12-06
  • S65 Uniform Investment Adviser Law Examination
    2006-01-24
  • S63 Uniform Securities Agent State Law Examination
    1991-12-06
Other Names
  • Lance Kevin Wilson

View on SEC IAPD

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Jeffrey David Bercaw
John B Bailey
RANDAL LYNN SIPKEMA
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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
BY DESIGN FINANCIAL PLANNING · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

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