Michelle LanceCRD Number: 2970699
Current Firm: Charles Schwab & Company, Inc.
Michelle Lance (CRD# 2970699) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 6 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Charles Schwab & Company, Inc.||Richfield, OH||Aug 2015 - Current||1|
|Jc Penny||Akron, OH||Oct 2009 - Current||7|
|Wells Fargo Advisors LLC||Akron, OH||May 2009 - May 2015||6|
|Wachovia Securities, LLC||Akron, OH||Jun 2002 - May 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2010|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV