Dylan Lorence

Dylan Lorence: Email & Phone Number

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Sales Account Executive at Fisher Investments|Plano, Texas, United States

Position:

Sales Account Executive at Fisher Investments

Location:

Plano, Texas, United States

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Last updated: 2026-08-02
Updated: 2026-08-02

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Work Experience 2 years

Sales Account Executive at Fisher Investments

Jul 2025 - Current

Finance Intern at Momentous Wealth Advisors

May 2024 - Aug 2024

Dylan Lorence started working in 2024, then the employee has changed 1 company and 1 job. On average, Dylan Lorence works for one company for 8 months.

Their professional focus is Client Relations, Communication, and Finance across 3 core areas.

Dylan holds Series 63, Series 65, and Securities Industry Essentials (SIE) certifications.

Education

Bachelor of Business Administration - BBA at Creighton University

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