Ross LundCRD 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.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
World Equity Group, Inc.
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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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