Lauren MelroyCRD Number: 6389662
Current Firm: Schwab Private Client Investment Advisory, Inc.
Lauren Melroy (CRD# 6389662) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 5 years of experience in the finance industry.
Thrivent Advisor Network, LLC
Schaefer Financial Management, Inc.
|Schwab Private Client Investment Advisory||Lone Tree, CO||Mar 2017 - Current||4|
|Charles Schwab & Company, Inc.||Lone Tree, CO||Aug 2014 - Current||7|
|Corepower Yoga||Denver, CO||Jun 2014 - Dec 2014||< 1|
|Phoenix Financal Group||Broomfield, CO||Nov 2009 - Aug 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2016|
|S66||NASAA Uniform Combined State Law Examination||Jun 2017|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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