Paul LacosteCRD 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 20 years of experience in the finance industry.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|Self||Sacramento, CA||May 2010 - Current||7|
|Charles Schwab Bank||Davis, CA||Feb 2005 - Current||13|
|Charles Schwab & Company, Inc.||Davis, CA||Jul 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1997|
|S66||NASAA Uniform Combined State Law Examination||Jun 2000|
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