Samuel LourieCRD Number: 7024312
Current Firm: Charles Schwab & Company, Inc.
Samuel Lourie (CRD# 7024312) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 3 years of experience in the finance industry.
Motley Fool Wealth Management, LLC
Thrivent Advisor Network, LLC
|Charles Schwab Bank, Ssb||Lone Tree, CO||Jul 2022 - Current||< 1|
|Charles Schwab & Company, Inc.||Lone Tree, CO||Sep 2018 - Current||4|
|Cufi - Christians United For Israel||San Antonio, TX||Jan 2015 - Aug 2018||3|
|Valor Christian High School||Highlands Ranch, CO||Aug 2014 - Dec 2014||< 1|
|Amway Global||Ada, MI||Aug 2012 - Dec 2014||2|
|University Of Colorado Boulder||Boulder, CO||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2019|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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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