Lindsey Sawicki, financial advisor Anchorage AK
90 score

Lindsey Sawicki

CRD Number: 5909822
Current Firm: Charles Schwab & Company, Inc.

Lindsey Sawicki (CRD# 5909822) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Anchorage, AK and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Anchorage, AK Jul 2014 - Current 2
Charles Schwab Bank Anchorage, AK Jul 2014 - Current 2
Gwfs Equities, Inc. Greenwood, CO Mar 2011 - Jul 2014 3
Wells Fargo Bank, Na Anchorage, AK Feb 2009 - Mar 2011 2
Taprock Nw Grill Poulsbo, WA Dec 2007 - Jan 2009 1
Whidbey Golf & Country Club Oak Harbor, WA Oct 2006 - Dec 2007 1
Dimond Center Hotel Anchorage, AK Oct 2004 - Sep 2006 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
S63 Uniform Securities State Law Examination May 2011
Contact Info for Lindsey E. Sawicki
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • AK
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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