Lance K. Wilson
Professional summary
Lance Kevin Wilson, who also goes by Lance Kevin Wilson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Greensboro, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Greensboro, North Carolina.
Lance is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Lance has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lance Kevin Wilson's CRS (Customer Relationship Summary).
Certified licenses
Education
Ohio Wesleyan University
Bachelor of Economics - Economics Management
1989
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 609 Green Valley Rd, Greensboro, NC 27408May 10, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 609 Green Valley Rd, Greensboro, NC 27408July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
June 12, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
August 31, 2016 - May 2, 2017
TRUIST ADVISORY SERVICES, INC.
May 18, 2011 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
May 18, 2011 - May 2, 2017
TRUIST INVESTMENT SERVICES, INC.
February 9, 2006 - May 19, 2011
WELLS FARGO CLEARING SERVICES, LLC
October 1, 2000 - May 19, 2011
WELLS FARGO CLEARING SERVICES, LLC
January 23, 1995 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
December 3, 1991 - February 11, 1994
J.J.B. HILLIARD, W.L. LYONS, LLC
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/6/2022)
(5/31/2017)
(8/12/2025)
(1/4/2024)
(5/31/2017)
(6/11/2021)
(1/5/2018)
(8/11/2021)
(7/21/2021)
(9/15/2022)
(11/2/2023)
(6/4/2021)
(1/5/2018)
(6/2/2017)
(3/31/2025)
(9/7/2021)
(5/31/2017)
(10/27/2023)
(6/4/2021)
(3/31/2025)
(5/31/2017)
(3/4/2022)
(7/15/2021)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555Greensboro, NCTRUST BUT VERIFY
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