Mason LinderbaumCRD Number: 4547748
Current Firm: Charles Schwab & Company, Inc.
Mason Linderbaum (CRD# 4547748) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 12 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Charles Schwab & Company, Inc.||Richfield, OH||Jan 2003 - Current||15|
|Schwab Retirement Plan Services, Inc.||Richfield, OH||Jan 2003 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2005|
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