Paul Lacoste, financial advisor Sacramento CA
93 score

Paul Lacoste

CRD Number: 2972044
Current Firm: Charles Schwab & Company, Inc.

Paul Lacoste (CRD# 2972044) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sacramento, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Self Sacramento, CA May 2010 - Current 6
Charles Schwab Bank Davis, CA Feb 2005 - Current 11
Charles Schwab & Company, Inc. Davis, CA Jul 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
S66 NASAA Uniform Combined State Law Examination Jun 2000
Contact Info for Paul J. Lacoste
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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