Robert LagrantCRD Number: 3084278
Current Firm: Charles Schwab & Company, Inc.
Robert Lagrant (CRD# 3084278) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Milwaukee, WI and has over 19 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|Charles Schwab Bank||Milwaukee, WI||Feb 2005 - Current||13|
|Charles Schwab & Company, Inc.||Milwaukee, WI||Sep 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 2001|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- 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, 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