Brett Lungaretti, financial advisor Scottsdale AZ

Brett Lungaretti

CRD Number: 2988103
Current Firm: Charles Schwab & Company, Inc.

Brett Lungaretti (CRD# 2988103) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Scottsdale, AZ and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Scottsdale, AZ Mar 2007 - Current 17
Charles Schwab & Company, Inc. Scottsdale, AZ Nov 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S66 NASAA Uniform Combined State Law Examination Nov 2006
Contact Info for Brett Lungaretti
Phone Number: 415-667-7000
Registered State(s):
  • AZ
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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, AZ, 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

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