Lauren Melroy, financial advisor Lone Tree CO

Lauren Melroy

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Lauren A. Melroy
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CO
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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