Lena HussCRD Number: 5515487
Current Firm: Schwab Private Client Investment Advisory, Inc.
Lena Huss (CRD# 5515487) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 7 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Schwab Private Client Investment Advisory, Inc.||Orlando, FL||Jan 2012 - Current||5|
|Charles Schwab & Company, Inc.||Orlando, FL||Mar 2008 - Current||9|
|Elimidebt Management Systems, Inc.||Orlando, FL||Jan 2003 - Mar 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2010|
|S66||NASAA Uniform Combined State Law Examination||Jan 2012|
Total Assets Under Management67,823MILLIONS
Total Number of Accounts155,246ACCOUNTS
Average Account Value$436,876
- Financial planning services
- Portfolio management for individuals and/or small businesses
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