Stephanie Lubick, financial advisor Lone Tree CO
90 score

Stephanie Lubick

CRD Number: 5948005
Current Firm: Schwab Private Client Investment Advisory, Inc.

Stephanie Lubick (CRD# 5948005) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Lone Tree, CO Apr 2014 - Current 2
Schwab Private Client Investment Advosory, Inc. Lone Tree, CO Apr 2014 - Current 2
Charles Schwab Bank Lone Tree, CO Apr 2014 - May 2015 1
Merrill Lynch Houston, TX Jun 2011 - Mar 2014 2
Gemsa Loan Services Houston, TX Jul 2010 - Jun 2011 < 1
Boxer Property Houston, TX Jun 2009 - Jun 2010 1
Student Los Angeles, CA May 2001 - May 2009 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Stephanie R. Lubick
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    67,823
    MILLIONS
  • Total Number of Accounts
    155,246
    ACCOUNTS
  • Average Account Value
    $436,876
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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