Shane Lunneborg, financial advisor Lone Tree CO
89 score

Shane Lunneborg

CRD Number: 6168660
Current Firm: Charles Schwab & Company, Inc.

Shane Lunneborg (CRD# 6168660) 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.

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Company Name Location Dates Years
Charles Schwab Bank Lone Tree, CO Sep 2014 - Current 2
Charles Schwab & Company, Inc. Lone Tree, CO Feb 2013 - Current 3
Maya Day And Nightclub Scottsdale, AZ Apr 2013 - May 2014 1
Us Army Reserve Phoenix, AZ Jan 2008 - Mar 2014 6
University Of Phoenix Phoenix, AZ Jul 2011 - Feb 2013 1
Blooming Desert Mesa, AZ Sep 2009 - Jul 2011 1
Full-time Education Mesa, AZ Aug 1995 - May 2008 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Shane A. Lunneborg
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • 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, 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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