Sam Lashin (CRD# 6897361) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Huntersville, NC and has over 6 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Investment Management, Inc. | Huntersville, NC | Dec 2022 - Current | 1 |
| Charles Schwab Trust Bank | Fort Myers, FL | Feb 2022 - Dec 2022 | < 1 |
| Charles Schwab & Company, Inc. | Naples, FL | Dec 2021 - Dec 2022 | 1 |
| Charles Schwab Investment Management, Inc. | Naples, FL | Jul 2021 - Jan 2022 | < 1 |
| Charles Schwab Investment Advisory, Inc. | Naples, FL | Jul 2020 - Jan 2022 | 1 |
| Charles Schwab & Company, Inc. | Naples, FL | Jul 2020 - Aug 2021 | 1 |
| Wasmer Schroeder | Naples, FL | Oct 2018 - Jun 2020 | 1 |
| Wasmer, Schroeder & Company | Naples, FL | May 2017 - Oct 2018 | 1 |
| Wasmer, Schroeder & Company | Naples, FL | Sep 2016 - May 2017 | < 1 |
| Florida Gulf Coast University | Ft. Myers, FL | Jun 2015 - Sep 2016 | 1 |
| Dominos Pizza | Coral Springs, FL | Jan 2011 - May 2016 | 5 |
| Florida Gulf Coast University | Ft. Myers, FL | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
| S63 | Uniform Securities State Law Examination | Feb 2022 |
- NC
-
Total Assets Under Management1,098,805MILLIONS
-
Total Number of Accounts304,509ACCOUNTS
-
Average Account Value$3,608,450
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, 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, WY
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