Gretchen LusbyCRD Number: 4584512
Current Firm: Charles Schwab & Company, Inc.
Gretchen Lusby (CRD# 4584512) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 13 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Charles Schwab & Company, Inc.||Orlando, FL||Jun 2011 - Current||6|
|Self Employed||Melbourne, FL||Apr 2007 - Jun 2014||7|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Orlando, FL||Oct 2009 - Dec 2010||1|
|Banc Of America Investment Services, Inc.||Melbourne, FL||Apr 2002 - Dec 2010||8|
|Banc Of America Insurance Services, Inc.||Orlando, FL||Apr 2002 - Dec 2010||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2004|
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