Ross Lund, financial advisor Boca Raton FL

Ross Lund

CRD Number: 6215912
Current Firm: Charles Schwab & Company, Inc.

Ross Lund (CRD# 6215912) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Boca Raton, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank, Ssb Boca Raton, FL Jul 2017 - Current 4
Charles Schwab & Company, Inc. Boca Raton, FL Dec 2015 - Current 6
Dawson James Securities Boca Raton, FL May 2015 - Sep 2015 < 1
Florida State University Tallahassee, FL Dec 2014 - May 2015 < 1
Jasmine Cafe Tallahassee, FL Apr 2014 - Dec 2014 < 1
Florida State University Tallahassee, FL May 2013 - Mar 2014 < 1
Waddell And Reed Tallahassee, FL Jun 2013 - Sep 2013 < 1
Law Office Of Matt Liebenhaut Tallahassee, FL Jan 2013 - May 2013 < 1
Olive Garden Tallahassee, FL Oct 2012 - Feb 2013 < 1
Florida State University Tallahassee, FL Jun 2011 - Sep 2012 1
Abercrombie And Fitch Tallahassee, FL Aug 2012 - Aug 2012 < 1
Tropical Smoothie/hollister Jensen Beach, FL May 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2017
S63 Uniform Securities State Law Examination Jul 2015
Contact Info for Ross J. Lund
Phone Number: 415-667-7000
Registered State(s):
  • FL
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, 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, WY

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