Lucie Lortz, financial advisor Indianapolis IN

Lucie Lortz

CRD Number: 6959187
Current Firm: Charles Schwab & Company, Inc.

Lucie Lortz (CRD# 6959187) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indianapolis, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Indianapolis, IN Nov 2020 - Current 2
Fence Boss LLC Edinburgh, IN Jul 2020 - Oct 2020 < 1
Edward Jones St Louis, MO Jun 2018 - Sep 2020 2
Lhp Engineering Solutions Columbus, IN Jul 2017 - Jun 2019 1
Ann Taylor Inc. Edinburgh, IN Jun 2017 - Aug 2018 1
G.h. Bass Edinburgh, IN Jun 2016 - Nov 2017 1
Bar-cons Fcu Columbus, IN Sep 2016 - Jul 2017 < 1
American Eagle Outfitters Edinburgh, IN Aug 2015 - Jun 2017 1
Hauser High School Hope, IN Aug 2003 - Aug 2016 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Lucie R. Lortz
Phone Number: 415-667-7000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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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