Colleen Schuler (CRD# 4732623) is an Investment Advisor Representative working at Lpl Financial LLC in Glen Burnie, MD and has over 20 years of experience in the finance industry. Colleen Schuler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2185673
Cornerstone Advisory
CRD# 7032841
Edward Jones
CRD# 4605616
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Glen Burnie, MD | Aug 2023 - Current | < 1 |
| Fulton Financial Advisors | Severna Park, MD | Nov 2019 - Aug 2023 | 3 |
| Raymond James Financial Services, Inc. | Severna Park, MD | Nov 2016 - Aug 2023 | 6 |
| Fulton Bank | Severna Park, MD | Nov 2016 - Aug 2023 | 6 |
| Raymond James Financial Services Advisors Inc. | Severna Park, MD | Nov 2016 - Aug 2023 | 6 |
| Specific Solutions | Severna Park, MD | Nov 2016 - Jul 2023 | 6 |
| M&t Securities | Severna Park, MD | Nov 2003 - Nov 2016 | 13 |
| M&t Bank | Severna Park, MD | Jul 2003 - Nov 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2004 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2008 |
- MD
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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