Renee Lenhart (CRD# 6913333) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pleasanton, CA and has over 5 years of experience in the finance industry.
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
CRD# 5567930
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank | Pleasanton, CA | Aug 2019 - Current | 4 |
| Charles Schwab & Company, Inc. | Pleasanton, CA | Feb 2018 - Current | 6 |
| Farmers Insurance | Corpus Christi, TX | Jan 2017 - Dec 2017 | < 1 |
| Recess | Corpus Christi, TX | Oct 2016 - Dec 2017 | 1 |
| Texas A&m University - Corpus Christi | Corpus Christi, TX | Aug 2012 - May 2017 | 4 |
| Cc Tutors | Corpus Christi, TX | Aug 2014 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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