Laurie KwongCRD Number: 1982635
Current Firm: Charles Schwab & Company, Inc.
Laurie Kwong (CRD# 1982635) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 22 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Charles Schwab Bank||San Francisco, CA||Jun 2012 - Current||5|
|Charles Schwab & Company, Inc.||San Francisco, CA||May 2012 - Current||5|
|Unemployed||San Francisco, CA||Nov 2010 - May 2012||1|
|Charles Schwab & Company, Inc.||San Francisco, CA||Jul 1989 - Nov 2010||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1995|
|S65||NASAA Investment Advisors Law Examination||Aug 1999|
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, 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