Lisa Hunt, financial advisor Bethesda MD
93 score

Lisa Hunt

CRD Number: 1898903
Current Firm: Charles Schwab & Company, Inc.

Lisa Hunt (CRD# 1898903) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bethesda, MD and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Sifma New York, NY May 2012 - Current 4
Charles Schwab Bank Bethesda, MD Mar 2005 - Current 11
Charles Schwab & Company, Inc. Bethesda, MD Feb 1992 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S65 NASAA Investment Advisors Law Examination Mar 1996
Contact Info for Lisa K. Hunt
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • DC
  • MD
  • VA
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
93
Clean Record
This advisor has a clean track record with regulators.

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